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Stock Picking Experiment: Year 3 Update

January 18, 2021 by Mr. 1500 Days 21 Comments

In December of 2017, Dividend Growth Investor (DGI) asked me if I'd like to duplicate the famous Warren Buffett bet. For those unfamiliar, in 2008 Buffett famously challenged the hedge fund industry:Can you beat the S&P 500 over a 10 year period?Only one hedge fund accepted the bet and didn't do well. Buffett, and more importantly index investors, won.But, I'm a … [Read more...] about Stock Picking Experiment: Year 3 Update

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!