As of 20231029. 48 years old. Employed (salary).
- 47.4% House
- 27.2% IRAs: Socially Responsible Investing (SRI) (0.89% expense ratio)
- 26.9% 401K 100% S&P500 index fund (0.04% expense ratio + employer contract fees)
- -19.3% Mortgage (15 year fixed, 2.18%)
- 5.7% Vehicles
- 5.7% Crypto (BTC, ADA, stETH, XTZ, DOGE)
- 2.8% Checking / Savings / Empower Personal Cash (4.7% APY)
- 2.3% Precious metals
- 0.8% Charity account (kiva.org micro-lending)
- 0.5% Hobby stuff (scuba, guns, etc.)