Financial Fives

10 Questions With Financial Fives

April 21, 2021 by Mr. 1500 Days 4 Comments

Today's edition of 10 Questions features Gary Grewal from Financial Fives. My favorite line from Gary's interview is this one:I hope one day it's as normal to talk about money as it is about the weather!If we were all more open about money, consider how much better the world would be: We'd no longer buy status symbols to compensate for the money we don't have. We … [Read more...] about 10 Questions With Financial Fives

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
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**

2021: Investments only
1/1: $3,379,746
2/1: $3,616,567
3/1: $3,532,156
4/1: $3,686,009
5/1: $3,892,234
6/1: $3,787,772
7/1: $3,950,516
8/1: $4,034,920
9/1: $4,194,210
10/1: $4,108,593

Overall
2021 investment gains: $728,847
Investment gains since 1/1/2013: $3,522,550
Net worth***: $4,258,583

* 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, so now count it as an investment.

** 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!