📈 Week 1 — Road to $10k Begins | Starting Portfolio: $2,054.23
Goal: $10,000
Progress: 20.5%
Roth IRA (Retirement Core)
• SWPPX — 27.4%
Brokerage Portfolio
• SCHD — 21.7%
• VXUS — 16.2%
• AAPL — 15.3%
• WMT — 12.7%
• Cash — 3.1%
• VOO — 1.9%
• AMZN — 1.8%
Strategy:
Roth = simple S&P 500 growth
Brokerage = dividend growth + international exposure + select stock picks. VOO helps balance some of SCHD’s dividend tilt with broader market exposure.
29-year-old plumber documenting the journey.
Road to $10k starts today. 📈
Question: What would you add or change to the portfolio?
u/H2OConnoisseur- — 23 days ago