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.

401k
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?

401K/Roth IRA Portfolio Update 2014 Q1

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



Here we have my 401K.

Here we can see how my 401k portfolio has been doing.

Here we have my Roth IRA

Here we can see how my Roth IRA portfolio has been doing.



I love the direction that both portfolio are heading.

Hows your Retirement accounts going?

401K/Roth IRA Portfolio Update

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


401K:

Roth IRA:

Here you can see that I gain about $1,300 for the 4th quarter. 

401k Portfolio Update

At the end of every quarter of every year I will post an update of my 401K portfolio. The performance and my holdings can be found Here.

I am contributing 5% of my gross pay and my company is matching 2.5%. The 5% is the minimal I can put to get the full match from my company. I will not increase my contribution percentage. I am saveing the rest of my money on my Roth IRA, which I will post about soon, and my Scottrade account which I talk about Here..

My holding as of now are:

Funds:                                                                             Allocation %:

T.Rowe Price Equity Income Fund (PRFDX)                       10%

MainStay MAP Fund Class 1 (MUBFX)                              15%

T. Rowe Price Growth Stock Fund (PRGFX)                       10%

JPMorgan Mid Cap Value Fund (FLMVX)                            10%

Aston/Fairpointe Mid Cap Fund Class 1 (ABMIX)                15%

Munder Mid Cap Core Growth Y (MGOYX)                         15%

Munder Mid-Cap Core Growth Fund Class Y (JSMGX)         10%

T. Rowe Price Health Science Fund (PRHSX)                     15%

Here is a chart of how my 401K portfolio has been doing so far which can also be found Here.

Do you participate with your company 401k? If so, how much of a percentage do you save and do they match?