Some Random Guy Online
No Result
View All Result
  • Home
  • Everything About Finance
  • Marketing Ideas
  • Cryptocurrency
  • Contact Us
  • US Company Incorporation
  • Home
  • Everything About Finance
  • Marketing Ideas
  • Cryptocurrency
  • Contact Us
  • US Company Incorporation
No Result
View All Result
HealthNews
No Result
View All Result
Home Everything About Finance

2017 First Quarter Update

Sarah Barnett by Sarah Barnett
January 24, 2022
in Everything About Finance
0
2017 First Quarter Update
0
SHARES
3
VIEWS
Share on FacebookShare on Twitter

This year’s first quarter has come to a close. Consequently, another set of quarterly financial results is due. We’ll take a glance at our portfolio, how it’s been doing, and whatever we have in store for the future in this piece. If you haven’t already, please have a look at my prior quarterly update, which you can find right here.

Before we get to it, though, a quick blog post. It is my sincere apologies for the inconsistency in my posting schedule. Recently, I’ve been swamped with work and Little Random Guy’s needs. A bit of a lull in the chaos has allowed me to return to a more regular publishing schedule. For the website, I’ve also been experimenting with various design options. I’ve been looking for a while, but I think I’ve finally found something that I like. However, please be patient while I iron out a few problems.

Here is the 2017 First Quarterly Update, so let’s get started.

The following is a sample of our work.

We invest mostly in passively managed funds and ETFs, with a targeted index funds of 75% stocks and 25% fixed income, as I outlined in the prior update. The following is a breakdown of our various investment holdings:

Unknown Person

HSA Bank/TD Ameritrade Random Gal Schwab 401(k), Vanguard Roth IRA, and combined taxable account

The Fidelity 401 (k)
Vanguard a Roth IRA and a combined taxable entity
Schwab’s tax-deferred investment account
In total, we have seven accounts with 3 different financial institutions. My preference is for less accounts, however 3 of them are linked to our work. Except for Vanguard and Schwab, we have no other investments at this time.

Equities

We invest in a mix of domestic & global securities, as well as small- and mid-cap value companies and REIT. Individual stocks from my wife’s former Schwab taxable account were also included, which I’ll discuss later.

Advertisement Banner
Previous Post

Financial-Planning-Case-Study

Next Post

Friday Blog Roundup – 41417

Sarah Barnett

Sarah Barnett

Next Post
Financial-Market

Friday Blog Roundup – 41417

Recommended

Friday Blog Roundup – 10/6/17

Friday Blog Roundup – 10/6/17

5 years ago
Paying Back Student Loans SUCKS!

Friday Blog Roundup 10617

5 months ago

Don't Miss

How To Register A Company

How To Register A Company

April 4, 2022
Stripe Atlas Opens US Incorporation Program To US Business Owners

Stripe Atlas Opens US Incorporation Program To US Business Owners

April 4, 2022
The Basics Of Company Incorporation

The Basics Of Company Incorporation

April 4, 2022
Why You Should Choose A Registered Agent For Your LLC

Why You Should Choose A Registered Agent For Your LLC

April 4, 2022
Some Random Guy Online

Definition of inclusive finance: inclusive finance , often confused with “microfinance”, concerns financial products and services intended to help low-income populations.

Follow us

Categories

  • Cryptocurrency
  • Everything About Finance
  • Marketing Ideas
  • US Company Incorporation

Recent Posts

  • How To Register A Company
  • Stripe Atlas Opens US Incorporation Program To US Business Owners
  • The Basics Of Company Incorporation
  • Why You Should Choose A Registered Agent For Your LLC
  • How To Register A Company In The USA
  • Home
  • About us
  • Everything About Finance
  • Marketing Ideas
  • Cryptocurrency
  • Contact Us
  • Privacy Policy
  • Terms And Conditions

© 2021 Copyrights. All Rights Reserved By Some Random Guy Online

No Result
View All Result
  • Home
  • Everything About Finance
  • Marketing Ideas
  • Cryptocurrency
  • Contact Us
  • US Company Incorporation

© 2021 Copyrights. All Rights Reserved By Some Random Guy Online