Thursday, February 5, 2015

401K/Roth IRA Portfolio Update 2014 Q4

At the end of every quarter I will update my 401K and Roth IRA performance. The History of my two portfolio can be found as well as the holdings. Here.

Here we can see how my 401k portfolio has been doing.
Value at the end of 2014 Q4:$11,416.29
Current Value as of today: $11,863.35

Roth IRA
Here we can see how my Roth IRA portfolio has been doing.
Value at the end of 2014 Q4: $19,383.76
Current Value as of today: $22,003.50

I love the direction that both portfolio are heading.

Hows your Retirement accounts going?


  1. Now those are two charts that show accounts heading in the right direction! Good to see the progress you've made over the past couple of years.

  2. That is fantastic ffdividend. Crossing or about to cross two significant milestones (10k and 20k) is always a good feeling....We should have bumper stickers for that :-) . I just crossed my first $1000 in yearly dividends...

  3. I agree with you that it is a great feeling seeing your portfolio heading the right way and significantly growing. I have the same sensation when looking at my portfolios too. I was also surprised how quickly my 401k plan grew over a relatively short period of time.
    Keep working on your FI man!

  4. These charts look fantastic. Nice upward slopes. Keep up the good work.