May is slowly, but surely getting us back on track with our portfolio. Our portfolio increased 1.4% and brings us to 1038% total increase since the beginning of our dollar plan. The all time high for our portfolio was 1069% back in October. In addition, our year-to-date return is now only -1.7%. Reflections on my […]
April was a wonderful month for us. Nothing special, but we finally have an increase in our portfolio after negative returns the last three months. I’m usually more focused on the long term, but reporting it each month to you made me start to notice. As my two-year-old would say, “I’m a happy camper!” During […]
After two months of portfolio declines, we finished March at no change! Yes, you read that right. Our portfolio value finished the month with less than $100 difference from February. I think that is the first time ever! Our year to date total remains at -7.0%. Our total percent increase since the beginning of our […]
Our portfolio declined by 1.8% in February. It brings our year to date total for 2008 to -5.6%. The total percent increase (not to be confused with total return) of our portfolio since the beginning of our dollar plan is 989.6%, dipping under 1000% for the first time since last July. The Good News Despite the declining […]
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 […]
2007 is coming to a close and it is time to start making goals for 2008. New Years Resolutions are all over the place, but I think they are often forgotten by the time February rolls around. Luckily we have our finances planned out for the next nine years, making this task somewhat easier, and […]
Goal setting is an important part of financial success. In 2003, the year we were married, I created “our dollar plan” which is the roadmap for our financial freedom. It is a 14 year plan running from January 2003 – December 2016. The plan details how much money we should have at the end of […]
