08-28-2021, 07:35 PM
(This post was last modified: 08-28-2021, 07:38 PM by ken-do-nim.)
I compiled the data for all 4 accounts (Company stock, Taxable, ROTH, HSA). Does not include unvested stock or un-exercised options.
Years to retirement - 11 (minimum)
![[Image: 6546f444-091f-4b49-a6a6-93c22f0f4c9b.png]](http://village.photos/images/user/e757e3f7-e1e2-4d25-8832-1290825314d9/6546f444-091f-4b49-a6a6-93c22f0f4c9b.png)
Notes:
1. Leveraged = double and triple leveraged etfs
2. Growth - all non-leveraged equities paying under 1% yield; includes Apple, Microsoft, and Sherwin Williams
3. Dividend - all equities paying between 1 and 5% yield
4. Income - all equities paying above 6% yield
I don't keep a large amount of cash; I have an emergency fund and some savings of course but nothing comparable to the totals above.
Years to retirement - 11 (minimum)
Notes:
1. Leveraged = double and triple leveraged etfs
2. Growth - all non-leveraged equities paying under 1% yield; includes Apple, Microsoft, and Sherwin Williams
3. Dividend - all equities paying between 1 and 5% yield
4. Income - all equities paying above 6% yield
I don't keep a large amount of cash; I have an emergency fund and some savings of course but nothing comparable to the totals above.