Sucks when it is your turn in the health scare department. One thing it made me do is realize
that things will never be perfect when the times comes, but dragging your feet isn't going to help.
Took 15k from my Roth. 4k to savings account for one my youngest wants to get in the hopper,
4k to each of the boys, and 3k for my granddaughter. Reason for the difference is that the boys
got their money over a longer time frame instead of very early like my granddaughter, with less time to
compound. Parents and grandparents have a thing about making everything come out as even as possible.
Brings granddaughter to $35,720. Now $52,790. Not yet three, compounded until she is 60, 57 years,
at 8% = $4,243,000. Using inflation calculator here, usinflationcalculator.com , you would have
needed $496,398 today to buy what $52,790 would have bought in 1967, 57 years ago.
I think she can do 8% or better because of the exercise I did here: Message 34001941
Have everything on reinvest, and Shwab says that is a no go now on STE, so sold it.
Added XLK CALF COWZ VUG MELI
All are on reinvest. Her holdings with $75 cash:
For some reason, had 40 AMZN last time instead of 42.
AAPL 12.13
ADBE 1
AMGN 5.29
AMZN 42
AVGO 1.04
CALF 10.02
CNXC 3.07
COWZ 10.05
CRWD 2
DIS 5.017
DLR 4.34
ENPH 21
EPAM 1
GOOG 23.02
HD 2.12
IIPR 4.62
LOW 3.111
LRCX 2.031
MELI 1
MPW 8.42
MSFT 14.26
NEE 5.11
NVDA 6.007
O 6.23
ORCL 5.03
PEP 4.03
QQQ 2.018
RMD 2.011
SCHD 10.29
SEDG 9
SNX 15.41
SPRY 14
VUG 2
XLK 3 |
