Asset Class Battle

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

The Asset Class Battle: Update #2 (My Callipygous Portfolio)

November 17, 2015 by Mr. 1500 Days 25 Comments

I haven't written about the Asset Class Battle in a while. The last update I wrote was all the way back in June. With all of this talk about allocation on the blog lately, now is a good time for an update.I like to learn new words. I also like to pass them on to you. Long time readers may recall that I've talked about piloerections. In the last Asset Class Update, I … [Read more...] about The Asset Class Battle: Update #2 (My Callipygous Portfolio)

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
1/1/23 (10 Yrs Later): $3,112,821

2023: Investments only
1/1: $3,112,821
2/1: $3,582,368
3/1: $3,716,852
4/1: $3,861,599
5/1: $3,694,445
6/1: $4,089,141
7/1: $4,384,858
8/1: $4,539,865
9/1: $4,468,622
10/1: $4,353,063
11/1: $4,027,929

Gains: $915,108

Overall
Gains since 1/1/2013: $3,441,886
Net worth***: $4,257,929

* 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!