Tag: update

Portfolio History & Projection

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As someone who works with numbers for a living, I tend to enjoy using and creating spreadsheets. Years ago I created several spreadsheets to track and project our portfolio. At that time the FIRE movement didn’t exist, at least to us, and we didn’t have a firm number in place as a goal to work towards. All we knew was we were saving for a retirement that was based more on age than anything else. Remember our so called “advisor” had us pegged for a late 60’s or early 70’s for retirement.

I have kept track of our year end tally for every year since 2001. When I look back, I am amazed at how far we have come in 17 years. Especially because while we have always been pretty good at saving, it has never really been a high priority for us until now. The fact that we are close to passing into 7 figure territory on our portfolio goes to show that time is just important of a factor as the amount you save. Continue reading “Portfolio History & Projection” →

May 2019 Financial Update

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The old adage in the investing world is “sell in May and go away”.

In the beginning of the month I posted a blog titled “The Stock Market Ride“. In this blog, I noted that I felt we were entering a period where people are looking for a reason to sell. I also noted that this feeling was based on the markets entering what is historically the worst time of the year as well as the knee jerk reactions the markets were having anytime tariffs were mentioned one way or the other. This observation proved to be true as the markets racked up losses in what was a roller coaster of a month.

Was this a stroke of genius on my part? Um….No! Just knowing historical trends and watching daily reactions to news is all it took to know where the markets were heading in the short term. Although I did choose a roller coaster as my image for that blog as well. So maybe there is more to this genius thing? Continue reading “May 2019 Financial Update” →

RV Buyers Guide

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When it comes to RV’s, there is certainly no shortage of choices. In fact, it can be downright overwhelming if you are new to the industry and trying to decide on the first rig for your family. Do you want to tow it? Do you want to drive it? Do you want a trailer? Do you want a 5th wheel? Class A? Class B? Class C? Gas? Diesel? Tiny house? Ok, not so much on the tiny house, but they are an option now and I’ll admit I do enjoy the show on tv. Continue reading “RV Buyers Guide” →

April 2019 Financial Update

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April is always one of the worst saving months for us historically. Unfortunately, this April was no different. I always play a little game of Russian roulette with our taxes because I despise government spending and waste in general. I choose to hold onto my money as long as possible before the politicians get to waste it; especially state government like we have in California who waste countless taxpayer dollars on lame ideas like a high speed rail line. Um, it’s California! We like our cars and we are not taking a stupid train anywhere, but I digress. Continue reading “April 2019 Financial Update” →

First Quarter Update

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The first quarter of 2019 was a welcome change from the end of 2018. It was also what I consider the beginning for us in terms of our pursuit to achieve financial independence.

We had purchased our new RV in the middle of 2018 for which we used a significant amount of cash. Then I stumbled upon a blog by Mr.1500 at 1500days.com which peaked my interest in the #FIRE movement. Following his blog and journey to #FIRE was an awakening for me. It made me question our lifestyle and ultimately helped set us on our own journey to achieve a life detached from the constraints of a required work day. It’s amazing that such a simple concept can change one’s life so dramatically.

Here is how we ended the first quarter of 2019.

Portfolio- $935,504 (Cash and Investments)

Portfolio Goal – $1,500,000

Amount needed to reach goal – $564,496

Our portfolio increased by $104,025 which is about 12.5% from the end of 2018.

Net Worth – $1,125,231