December

Performance Update 24/50: December (with a bonus roadtrip)

January 7, 2015 by Mr. 1500 Days 47 Comments

Sometime in 2014, our little family of 4 decided that we'd spend the holidays alone this year. Everyone we know is scattered and we wanted to sit back after a hectic 2014 and relax for a bit.In the fall, Mrs. 1500's family announced that they were coming by us for the holidays. Ummm, OK, at least we don't have to go anywhere.At the same time, my mother started … [Read more...] about Performance Update 24/50: December (with a bonus roadtrip)

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

Gains: $748,778

Overall
Gains since 1/1/2013: $3,275,556
Net worth***: $4,091,599

* 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!