Archive for the 'Net Worth' Category


January 2008 Net Worth Update: -3.7%

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 [...]


2007 Net Worth Update: +19.7%

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%.


Join 955 readers and subscribe! [?]
 Email Subscription