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 »

Our accessible net worth is down -1.6% since last month. However, it’s still up 18.2% for the year. Meeting our goal of 21.6% for the year is still possible.

Here’s our best and worst holdings in annual % returns for stocks and funds held all year:

Posted December 7, 2007 in Our Dollar Plan | 2 Comments »

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 [...]

Posted December 3, 2007 in Our Dollar Plan | 2 Comments »

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 [...]

Posted November 18, 2007 in Our Dollar Plan | 1 Comment »