35 lines
2.2 KiB
Text
35 lines
2.2 KiB
Text
#!srfv1
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# Example portfolio: post-retirement household, ~age 68, ~$2.5M total.
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# All names, share counts, and prices are fictional. The household is
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# already retired and drawing down — see projections.srf for the
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# distribution-only configuration (no accumulation).
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# Robin's Traditional IRA — primary drawdown source
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symbol::VTI,shares:num:1800,open_date::2010-08-15,open_price:num:60.20,account::Robin Trad IRA
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symbol::AGG,shares:num:1400,open_date::2015-03-22,open_price:num:107.40,account::Robin Trad IRA
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symbol::SCHD,shares:num:600,open_date::2018-04-30,open_price:num:53.10,account::Robin Trad IRA
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security_type::cash,shares:num:18500.00,open_date::2026-04-30,open_price:num:1.00,account::Robin Trad IRA
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# Robin's Roth IRA — preserved for late-life / heirs
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symbol::VTI,shares:num:380,open_date::2012-11-08,open_price:num:71.50,account::Robin Roth
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symbol::QQQ,shares:num:140,open_date::2014-06-12,open_price:num:97.30,account::Robin Roth
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security_type::cash,shares:num:1240.00,open_date::2026-04-30,open_price:num:1.00,account::Robin Roth
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# Jamie's Traditional IRA
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symbol::VTI,shares:num:920,open_date::2011-05-18,open_price:num:64.80,account::Jamie Trad IRA
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symbol::AGG,shares:num:850,open_date::2016-09-04,open_price:num:108.10,account::Jamie Trad IRA
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security_type::cash,shares:num:9800.00,open_date::2026-04-30,open_price:num:1.00,account::Jamie Trad IRA
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# Jamie's Roth IRA
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symbol::SPY,shares:num:200,open_date::2013-02-14,open_price:num:152.20,account::Jamie Roth
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symbol::SCHD,shares:num:280,open_date::2020-08-25,open_price:num:55.40,account::Jamie Roth
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security_type::cash,shares:num:715.00,open_date::2026-04-30,open_price:num:1.00,account::Jamie Roth
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# Joint taxable — bridge income, RMD overflow
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symbol::SPY,shares:num:240,open_date::2014-09-30,open_price:num:198.40,account::Joint taxable
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symbol::AGG,shares:num:600,open_date::2017-11-15,open_price:num:106.90,account::Joint taxable
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security_type::cash,shares:num:62000.00,open_date::2026-04-30,open_price:num:1.00,account::Joint taxable
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# Family HSA — still tax-advantaged, used for late-life medical
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symbol::VTI,shares:num:140,open_date::2016-06-22,open_price:num:108.30,account::Family HSA
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security_type::cash,shares:num:4200.00,open_date::2026-04-30,open_price:num:1.00,account::Family HSA
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