goal

Performance Update 1 of 50: Stinky January

February 9, 2013 by Mr. 1500 Days 5 Comments

January 1: $586,043 February 1: $587,134 Gain: $1,091January was an awesome month for the markets. The Dow Jones and S&P 500 both gained over 5%. Spectacular! However, the 1500 Portfolio barely moved. Craptacular!!If you read my post a couple weeks back, you know my irrational exuberance for Apple is what did me in. … [Read more...] about Performance Update 1 of 50: Stinky January

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!