Albert Boyle Investment goals.pdf - Start Date Goal January 2022 Open up an online brokerage account with Fidelity Investments Total Cost $0 account

Albert Boyle Investment goals.pdf - Start Date Goal January...

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Start Date Goal Total Cost Duration Monthly Cost Target Date January 2022 Open up an online brokerage account with Fidelity Investments. Invest $1200 into a mutual with at least a 4.5% return $0 account minimum No transaction fees for mutual funds $500 initial investment $1200 1 year $100 per month December, 2023 January 2023 Make a quarterly contribution of $250 into mutual fund $4000 4 years $84 per month December, 2027 January 2024 Find a higher risk investment using TD Ameritrade as a broker. Invest $3000 into 5
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Unformatted text preview: different stocks with at least a 7% return No account minimum 75$ account fee $6.95 per stock trade ($34.75) $3000 initial investment $3109.75 1 year $260 per month December, 2025 January 2025 Make a quarterly contribution of $500 into stock portfolio $8000 4 years $223 per month December, 2029 January 2028 Increase mutual fund quarterly contribution to $500 $4000 2 years $167 per month December, 2030 January 2030 Increase stock portfolio quarterly contribution to $750 $6000 2 years $250 per month December, 2031...
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