Portfolio

Here is a quick snapshot of the current equities i hold in my taxable account.




















Total Value - $35,606 as of 3/12/2017. Forward 12 month expected dividends - $1,190
Additional $20,000 on the sidelines, not invested yet (earning a partly 1% interest rate in savings)

401K -


Invested in 3 accounts -

Target date Index Fund - $44,100
Stable Value Fund - $39,200
S&P 500 Index Fund - $30,150

Total - $113,450

ROTH IRA -


Target Date Index Fund - $19,865
Money Market Fund - $18,700

Total - $38,565

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