Asset Class Battle

Portfolio Update: Dinoriffic Investing Advice

April 26, 2017 by Mr. 1500 Days 43 Comments

This blog is supposed to be about money, but I haven't shared my portfolio since the end of 2015. Today, I lay it all out for you. Before we get to the juicy details, note the following:My portfolio has lots of individual stocks. These are mostly a relic to my days as a stock picker. I'm mostly an index investor now. This isn't investment advice! You'd … [Read more...] about Portfolio Update: Dinoriffic Investing Advice

Asset Class Battle Update #3: Embrace the Chaos

January 13, 2016 by Mr. 1500 Days 53 Comments

It is not enough to be busy. So are the ants. The question is: What are we busy about?-Henry David Thoreau I should like to know which is worse: to be ravished a hundred times by pirates, and have a buttock cut off, and run the gauntlet of the Bulgarians, and be flogged and hanged in an auto-da-fe, and be dissected, and have to row in a galley -- in short, to … [Read more...] about Asset Class Battle Update #3: Embrace the Chaos

My goal was to build a portfolio of $1,000,000 by February of 2017; 1500 days from the birth of this blog (January 1, 2013). And hey look, I’ve since retired!

Investments only (primary home excluded)
1/1/13 (The Start): $586,043
1/1/14 (1 Yr Later): $869,635
1/1/15 (2 Yrs Later): $987,351
1/1/16 (3 Yrs Later): $1,057,961
1/1/17 (4 Yrs Later): $1,257,128
1/1/18 (5 Yrs Later): $1,527,701
1/1/19 (6 Yrs Later): $1,549,440
1/1/20 (7 Yrs Later): $2,035,040*
1/1/21 (8 Yrs Later): $3,379,746**
1/1/22 (9 Yrs Later): $4,762,642

2022: Investments only
1/1: $4,762,642
2/1: $4,404,447
3/1: $4,214,068
4/1: $4,499,622
5/1: $4,007,476
6/1: $3,929,270
7/1: $3,629,137
8/1: $4,111,547
9/1: $3,864,542
10/1: $3,735,617
11/1: $3,626,020

Overall
2022 investment gains: -$1,136,622
Investment gains since 1/1/2013: $3,039,977
Net worth***: $3,856,020

* The big jump between 2019 and 2020 was partly because we bought another home, but kept the previous (much more expensive) one as a rental. We have since sold it.

** Tesla.

*** Includes our primary home equity in addition to our investment portfolio.

Finally, we still have about $290,000 in mortgage debt (which I love!). No regrets about the debts!