The stock market rebounded this week with the S&P 500 and NASDAQ both finishing in the green. This week was a busy week for me personally. Work was really busy this week which including having to work six days this week. We also had a snowstorm here this week which meant time spent shoveling the driveway. Since I was busy this week, the accounts were basically left on auto-pilot. Let’s check out how the accounts performed this week!
The following dividends were received in the Traditional IRA this week:
- Fidelity Government Money Market (SPAXX) – $0.02
- J.P. Morgan Chase & Co. (JPM) – $5.12
- Verizon Communications Inc. (VZ) – $66.69
- AT&T Inc. (T) – $112.97
- CVS Health Corporation (CVS) – $28.43
- Lowes Companies Inc. (LOW) – $12.24
All of the dividends received in the Traditional IRA this week were reinvested into the underlying positions.
The following dividends were received in the Roth IRA this week:
- Nationwide NASDAQ 100 Risk Managed Income ETF (NUSI) – $1.96
- Amplify CWP Enhanced Dividend ETF (DIVO) – $0.54
- J.P. Morgan Equity Premium Income ETF (JEPI) – $2.23
All of the dividends received in the Roth IRA this week were reinvested into the underlying positions.
The total amount of dividends received this week was $230.20.
The following buys were made in the taxable brokerage account this week:
- Materialise Nv – ADR (MTLS) – 0.05062 shares
- Roku Inc. (ROKU) – 0.01381 shares
- CRISPR Therapeutics AG (CRSP) – 0.01835 shares
- Sea Ltd. – ADR (SE) – 0.0257 shares
- Block Inc. (SQ) – 0.01895 shares
- Chewy Inc. (CHWY) – 0.03799 shares
- Invesco NASDAQ 100 ETF (QQQM) – 0.0244 shares
- Invitae Corp. (NVTA) – 0.13221 shares
- Vanguard Total Stock Market ETF (VTI) – 0.01077 shares
- Personalis Inc. (PSNL) – 0.09114 shares
- Teladoc Health Inc. (TDOC) – 0.01604 shares
- Pinterest Inc. (PINS) – 0.05949 shares
- Shopify Inc. (SHOP) – 0.00339 shares
No sells were made this week.
No options trades were made this week.
The Traditional IRA finished the week at about $121,141. This is down -$53 from the previous week.
The Roth IRA finished the week at about $2,341. This is up $119 over the previous week. This does include the regular bi-weekly contribution of $100.
The 401k finished the week at about $10,647. This is up $96 over the previous week.
The taxable brokerage account finished the week at about $349. This is up $29 from the previous week. This does include the regular monthly contribution of $25.
The little bit of bitcoin that I own finished the week a little over $19. This is up about $1 since last week.
The total amount invested is now about $134,497. This is up $192 over the previous week. All of the positions in my portfolio can be seen by clicking on “Portfolios” in the menu or clicking here.
This week also saw a little bit of interest income, $7.05, in the bank accounts. The total amount of dividends, options premium and interest received this week was $237.25. Overall, the accounts were up a little bit this week though not as much as the stock market was. Having automatic contributions set up and dividend reinvestment turned on really helps the accounts run on auto pilot. The taxable brokerage account is with M1 Finance which has an auto invest feature which made the purchases in that account this week without any effort on my part. I still need to make some purchases in the Roth IRA because I did not get a chance on Friday when the automatic contribution hit. Options trading also took a hit this week because I was busy. I still spent some time monitoring my open options contracts but did not really see any opportunities to trade this week. Even if I wasn’t busy I might not have made any options trades this week. That about wraps it up for this week. Thanks for following along!
On a side note, I have added a Recommended Resources in the menu. It currently is a work in progress. It will contain blogs and YouTube channels that I enjoy as well as some sites that I use. I hope you take the time to check it out.
*Disclaimer – I am not a financial professional. The information shared here should not be considered financial advice. I am just a factory worker sharing my experience as I strive to achieve financial freedom. Before investing or making any financial decision do your own research and due diligence or consider seeking the advice of a financial and/or tax professional.
Here are some of the businesses that I use that I thought some of you might be interested in.
Lolli has a variety of stores that it is affiliated with and offers rewards for shopping at these stores. I use Lolli when I shop on Chewy and I get bitcoin as a reward. Who doesn’t want free bitcoin! If you are interested in Lolli and want to help support the blog here is my referral link: https://www.lolli.com/share/XP7gxDgqC4
I use M1 Finance for my taxable growth account. M1 Finance offers promotions for signing up. At the time of writing this post, the promotion is for $50. These promotions vary from time to time but is usually a $10 bonus. If you are interested in M1 Finance and want to support the blog here is my referral link: https://m1.finance/ktIiFeOI5zDr
Varo Bank is one of the banks that I use. From time to time the bank will run promotions. Currently, you can earn up to 3% on your savings with Varo, if you meet certain requirements. If you are interested in checking it out, here is my referral link: https://bank.varomoney.com/signup?r=William360
If you use the referral links listed above I could receive compensation. Please take the time to read the terms and conditions before signing up.