Portfolio

Accounts

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Retirement 401(k)

Fidelity · 401k · USD

+8.2%

fee 0.65%

$485,000

Traditional IRA

Vanguard · IRA · USD

+9.1%

fee 0.28%

$212,000

Roth IRA

Charles Schwab · Roth IRA · USD

+10.4%

fee 0.32%

$148,000

HELOC

Chase · Real Estate · USD

0.0%

fee 0.00%

-$85,000

UK Pension

HSBC · Pension · GBP

+6.5%

fee 0.85%

£72,680

Taxable Brokerage

TD · Brokerage · USD

+12.1%

fee 0.45%

$316,000

Cash Reserve

Chase · Savings · USD

+4.5%

fee 0.00%

$68,000