It was a rocky month in the stock market, especially today. Collectively we are down $1,423. Due to the market being down, we were not able to meet the benchmark of having $100,000 in my work 401k.
Even with that loss, my work 401k is still showing our rate of return over the last 5 months is 21%. That’s something to be happy about.
Christy’s Roth IRA shows that her rate of return for the last year is 20%.
I’m having trouble finding my percentage on Vanguard, but based on our balances, mine would be similar to hers.
Hopefully next month will be better, but all in all we are still winning, when looking at our rate of returns.
Investment | Deposit | Balance | Growth |
Work 401k | $1,213 | $98.148 | -$1227 |
Roth IRAs | $875 | $17,389 | -$196 |