The time has really flown, is it too late to report on my July spending and portfolio report? Well, I’m gonna post it anyway, and this time I’ll give an idea of my investment allocation too.
We spent some time traveling for the 4th of July, visiting the Brookfield Zoo in Chicago. It’s a pretty awesome zoo and the kids had fun, as did I. I kicked a goose, which was a lifelong dream.
We did a few fireworks, which are mostly banned in Chicago. No Roman Candle wars like I used to do in high school.
One of my hobbies is motocross, and there is a pro national race just two hours outside of Chicago on July 4th weekend. We made the drive to Red Bud Michigan to witness some of the best riders in the world.
My wife tracked most of this, and while I can’t remember everything that went into miscellaneous, it was a catch all for the vacation. We spent a lot on overpriced food and snacks at the motocross race.
This chart shows which buckets I am using to save for retirement. The plan is to be done with Traditional IRA’s and switch to Roth’s, so those allocations will change significantly over time. The HSA will continue to grow, as will the 401k. I recently switched to the Roth 401k, but it was mostly pretax until this month.
This is a breakdown of which funds I currently hold, and a lot of it is redundant. This will change significantly over time as some positions will be removed.
Thanks for reading and I hope you enjoyed my spending and portfolio report. If you have questions about my holdings or strategy, feel free to reach out. I also enjoy helping others identify good funds to use in 401k’s, though I am not a professional. Simple analysis to explain what each fund is doing, how much it costs is all I offer.