My investment portfolio passed $5K today!
By Stealthy at 22 August, 2007, 9:27 pm
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 
Over 50% of my portfolio is Employer’s stock.
Categories :
personal finance
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.
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.
GREAT JOB! Reaching $5k is a pretty big deal!
THANKS!