Goal Progress

My goal is to build a portfolio of $1,000,000 $1,120,000 by February of 2017 with no debt, 1500 days from the birth of this blog (1/1/2013). At that time, I’ll retire. By contributing at least $24,000/year and earning 10% on my investments, I’ll be able to make my goal.

Every month, I’ll update my progress right here. By looking at the table below, you’ll be able to see exactly how I’m progressing.

 My goal for 2017: Diversify my Investments

Whoah, I accomplished my goal of $1,000,000 plush enough cash to pay off my home in April of 2016. Read all about how I celebrated it.

Where do I go from here? Diversification. I’ve had almost all of my money in the stock market and that doesn’t sit well with me. I’m looking to invest in real estate in 2017. Because my area is very expensive, I won’t be buying property. Instead, I’ll be looking to invest in hard money loans, private equity and maybe even throw some more money at Fundrise

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One of the most common questions I get is how my portfolio has done so well. I answer it in this month’s titillating update.

This month, not much happened to my portfolio. In my personal life, I fell on the beerwagon. Sigh.

Whoah, my little dumpy house that I bought for about $175,000 back in 2013 is now worth $500,000.

I did something crazy this month, bought a $45,000 used car.

What is going on with the world? After the first 3 months of the year, I’m up $132,078. This is equivalent to my gains for 2016. What could possibly go wrong? 🙂

Oops, it looks like I’ve lost track of the last 4 updates. I’m back on track now and 2017 is upon us. Upward and onward!

Along with making money, I enjoy uncertainty. The future is best when it’s an open book, not a carefully planned outline.

Another up month! No thanks to Pokemon .

I finally figure out the last piece of the puzzle. And it involves ping-pong.

Life is good. Read me Preterpluparenthetical Update.

Holy crap, I made my goal!  And then the portfolio went back down in a sickly dumpster fire.

Nothing clever to say. Move on. Read the update here.

I’m up about $500 this month. Whoop dee doo! Full update here.

Wow, 2016 is off to a fun start! Well, fun if you like chaos and drama. I invested almost $20,000 this month. Never forget, buy low, sell high. Full update here.

Yippee, 2016 is the last full year for this blog in it’s present form. I have no idea if I’ll make my goal of $1,120,000 by the end of the year, but that is all part of the fun. In the meantime, read my 2015 wrap-up here.

Life is chugging right along and so are the investments. I eked out a small gain in November, but slow and steady wins the race. Full update here.

Woot! Despite underperforming the market, this is the first month that my net worth closed above 1.3 million. Full update here.

September was another downer! No big deal. Too bad it’s not down more so I’d get some decent buying opportunities. Read my full update here.

The markets finally take a breather and I’m booted from the Double Comma Club once again. Oh well.

Google and Amazon came out with crazy good earnings. Apple and Facebook, not so much. However, the bad news wasn’t enough to drag my portfolio down. Life is good.

All of the chaos in Europe gave my portfolio a good, swift kick in the groin. Ouch! I ended June with getting thrown out of the Double Comma Club once again. I wish the correction would have been more severe. Since I’m still in saving/investing mode, I prefer to buy my funds at the lowest possible price. Never forget: Buy low, sell high.

A down month, but no more debt besides the mortgage!

Apple rock and roll in February. Portfolio sees new highs.

January is off to a rough start.

Hmmm, 2015. Where do we go now?

Whoah, millionaire (11/26/2014)!

Portfolio moves up some more. Apple is at all time highs.

Winning streak is over! Overall, markets are down. Apple also took a bit hit after new iPhones were announced.

Apple flying high lately, taking me to new highs.

Up, up and more up. Thank you facebook.

Portfolio continues to roll along. Go, go, go!

Hey, we’re back on track. So much for “stay away in May!”

Another bad month. It’s all good though. Remember that the markets are voting machine in the short term (Thanks Ben Graham!).

Yikes! My tech heavy portfolio went down, down, down. Also, I had to take out $25,000 to pay for my addition.

2014 is off to a slow start. However, don’t worry. 2013 was a great year and corrections are natural and healthy.

Wow, 2013 was a stellar year. If you were invested in equities, you saw very healthy gains. Here’s to a happy and prosperous new year for everyone!

October was awesome! Apple, Chipotle and Google all caught fire and propelled the portfolio to new highs. Can it last though? I’m starting to smell a bubble.

September was awesome! Facebook has caught fire and Tesla is firing on all motors.

August was another great month! Facebook and Tesla Motors propelled my portfolio to new highs. I see some near term headwinds (Syria and tapering of bond buying program), but I’m optimistic for the rest of the year.

Wow, holy crap! July was the best month ever for me, mostly due to gains in facebook and Apple. If gains hold, I’ll make more money this year from my investments than I will from my job.

Hey look, we bought a house last month! Since the home was much cheaper than our previous one, we ended up with $55,000 of new money to invest. As you can see, June was actually a down month, caused mostly by Apple which torpedoed my portfolio for a loss of 15K.

Things are flying. Sharp readers will notice a drop in my cash. What’s up with that? The answer is an upcoming real estate transaction. More on that later.

The first quarter was super for the markets. The S&P 500 is up 10% and reached an all time high on the last trading day of the quarter. What a start to 2013!

Due to my overallocation in Apple, I didn’t fare nearly so well. Apple dragged my down to the tune of about $40,000. For more thoughts on my first quarter, please see my post here.

The fiscal cliff fiasco has put a damper on my investments as of late, but I do believe that 2013 will be a strong year for the markets. Real estate is getting its feet back under it and growth seems like its finally starting to pick up in the United States.

My goal is to build a portfolio of $1,000,000 by February of 2017; 1500 days from the birth of this blog (January 1, 2013). At that time, I’ll be 43 and ready to retire.


*Investments include my company 401(k), after-tax investments and microlending (Prosper and Lending Club).

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