Our portfolio declined by 3.7% for the month of January. The total percent increase since the beginning of our dollar plan is 1010.9%.

Factors
Since the total market was down in January, so is our portfolio as we use a total market approach to investing. As always, 2 plans in our portfolio have not reported results yet. I have updated [...]

Posted February 4, 2008 in Net Worth, Our Dollar Plan | 9 Comments »

We finished the year with a 19.7% change in our accessible net worth. We fell just short of our 21.6% goal for the year.

Our total net worth change since January 2003 is 1062.5% just missing our dollar plan goal of 1080%.

Posted January 2, 2008 in Net Worth, Our Dollar Plan | 6 Comments »