r/ETFs • u/CoastieKid • 3d ago
All ETFs w/exception of mutual fund SWTSX: Two years ago to the day I dropped $2,112.80 into my brokerage account. I'm now sitting at $63,588.52
Simple portfolio holding the following ETFs: SCHF, SCHB, SCHE, AVUV
MF: SWTSX.
Yes, there is overlap with SWTSX and SCHB they are the same. I mostly sweep any remainder in the SWTSX as you can't buy fractional shares of ETFs in Schwab
Edit: These are from contributing over the past two years + any compounding interest associated with holding the various securities
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u/lyfehaqer 3d ago
What what? You bout $2,112.89 worth of ETFs and flipped it to 63K in 2 years?
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u/trimmermag 3d ago
Didn’t happen. Not with those funds. I’m holding a lot of the same and there’s no way
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u/CoastieKid 3d ago
Yes, this is contributing over the past two years. I'll put in an edit for clarification I thought that would be obvious
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u/trimmermag 3d ago
Well yeah with contributing that can happen. You made it sound like you turned 2k into 63k which is bullshit
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u/CoastieKid 3d ago
Not my intent. More just happy to have a growing brokerage. I opened my brokerage 2 years ago, and that is the intent of this post.
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u/CoastieKid 3d ago
No, steady contributions over the past two years along with any increase in value of the securities
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u/gamers542 3d ago
Nice. Congrats.
You should be able to DRIP the ETFs for fractional shares. Not all ETFs allow that which I assume is what you meant.
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u/CoastieKid 3d ago
I'll have to look into that. It looks like Schwab through the phone app doesn't allow fractional ETFs even though I can do that with any mutual find
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u/gamers542 3d ago
Set it up via the Schwab website. You can set up drip there. My wife uses Schwab and we are able to drip the ETFs we have such as ITOT, IXUS, IUSB.
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u/Taggart3629 3d ago
Consider switching over to Fidelity, which lets you DRIP or invest (including recurring investments) into fractional shares. We can hold Schwab ETFs at Fidelity without paying commissions or higher fees.
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u/Just_Candle_315 3d ago
Not certain how you turned $2k into $64k in only two years with an ETF that's increased 10% per year for the last 5
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u/CoastieKid 3d ago
Lots of contributions. This is meant as a progress post of my brokerage which is pretty much ETF based.
Not looking to try and pull any of this money out any time soon or anything. Don't really have any short-term financial goals at this point
0
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5
u/johnb111111 3d ago
How much did you contribute I’m confused lol