My investment portfolio passed $5K today!

August 22, 07 by Stealthy

My investment portfolio, which includes my Sharebuilder, ESPP, and 401k accounts, is now standing at $5,240.89!  I transferred $250 to help me over the hump.  I’m working on getting to $7,500 by the end of the year.

I also had $1.12 in interest paid this month for my Money Market Account, which only had about $231 during the month, but I’m building my stash back up.

Tomarrow I’ll post a pie chart of my different investments.  I’m VERY heavy with my Employer’s stock.  I’m too heavy, but I got a GOOD DEAL :D   Over 50% of my portfolio is Employer’s stock.

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4 responses for this post

  1. Jon Says: 23.08.07 at 11:13 am

    Nice! Do you have any farther-out exciting milestones? For me it’s $20,000. That’s so much more than what I have right now that I think of it as “A LOT in the stock market.” I don’t know when it’ll happen, probably not for a while. After that, $100k is the next “whoa” goal.

  2. stealthy Says: 23.08.07 at 5:49 pm

    My view of upcoming portfolio value milestones for the future: $10K, $25k, $50k, $100k, $250k $500k then the $1 million. I know it seems like I just double my milestone each time, but those are some of the milestones I’m working towards. When I reach one I enjoy it and celebrate it for about a day or two, then focus on the next one. I need to think of other milestones thats ahead other than just portfolio value, such as paying off debt or income milestones.

  3. SavingDiva Says: 24.08.07 at 11:38 am

    GREAT JOB! Reaching $5k is a pretty big deal!

  4. stealthy Says: 25.08.07 at 10:34 am

    THANKS!

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