39 lines
2.4 KiB
Text
39 lines
2.4 KiB
Text
#!srfv1
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# Example portfolio: pre-retirement household, ~age 45, ~$1.3M total.
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# All names, share counts, and prices are fictional. The household is
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# still actively contributing to retirement accounts and plans to
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# retire around age 65 — see projections.srf for the configuration.
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# Pat's 401(k) — traditional (pre-tax)
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symbol::VTI,shares:num:1100,open_date::2018-06-15,open_price:num:140.00,account::Pat 401k
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symbol::AGG,shares:num:600,open_date::2020-01-10,open_price:num:115.50,account::Pat 401k
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symbol::SCHD,shares:num:450,open_date::2022-03-18,open_price:num:74.20,account::Pat 401k
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security_type::cash,shares:num:1234.56,open_date::2026-04-30,open_price:num:1.00,account::Pat 401k
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# Pat's Roth IRA
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symbol::VTI,shares:num:240,open_date::2015-01-08,open_price:num:103.40,account::Pat Roth
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symbol::QQQ,shares:num:65,open_date::2019-11-22,open_price:num:200.10,account::Pat Roth
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security_type::cash,shares:num:412.85,open_date::2026-04-30,open_price:num:1.00,account::Pat Roth
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# Sam's 401(k) — traditional
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symbol::VTI,shares:num:780,open_date::2017-08-20,open_price:num:130.20,account::Sam 401k
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symbol::AGG,shares:num:380,open_date::2021-02-15,open_price:num:114.80,account::Sam 401k
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security_type::cash,shares:num:842.10,open_date::2026-04-30,open_price:num:1.00,account::Sam 401k
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# Sam's Roth IRA
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symbol::SPY,shares:num:120,open_date::2016-04-12,open_price:num:200.50,account::Sam Roth
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symbol::SCHD,shares:num:180,open_date::2023-05-10,open_price:num:73.80,account::Sam Roth
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security_type::cash,shares:num:225.00,open_date::2026-04-30,open_price:num:1.00,account::Sam Roth
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# Joint taxable brokerage — emergency fund + bridge savings
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symbol::SPY,shares:num:200,open_date::2020-09-01,open_price:num:330.00,account::Joint taxable
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symbol::VTI,shares:num:150,open_date::2022-10-04,open_price:num:188.00,account::Joint taxable
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security_type::cash,shares:num:48000.00,open_date::2026-04-30,open_price:num:1.00,account::Joint taxable
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# Family HSA — used as a stealth retirement account
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symbol::VTI,shares:num:90,open_date::2021-07-19,open_price:num:212.40,account::Family HSA
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security_type::cash,shares:num:1500.00,open_date::2026-04-30,open_price:num:1.00,account::Family HSA
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# 529 for the kids — earmarked, but counted in the household balance sheet
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symbol::VTI,shares:num:120,open_date::2017-09-05,open_price:num:128.50,account::Kids 529
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security_type::cash,shares:num:850.00,open_date::2026-04-30,open_price:num:1.00,account::Kids 529
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