With dividends reinvested here this past month, it looks like I am barely beating s&p at 15.4%. I made some last minute changes this month but I was lagging. Should finish out the year ahead of S&P...not bad for not knowing $#!* a year and a half ago. I made some limit orders this month at times when the following were lower than they have been and that has helped propel me I believe, I bought low in SCHA, VHT, CAT, CASY, TASR, VUG, VOOG, and AAPL work out to my benefit. I'm all over the place, I know but next year should be interesting, and easier. I did get hammered by CASY after they reported a 3year tax mistake but have since recovered. I plan on buying into some more VDE after the new year...perhaps before first quarter earnings. A few more individual stocks I think are interesting for early 2015 are GPRO, DAL, FDX and XOM. If the fed raises interest rates I will no longer rely on my crystal ball haha
AA (Stock/Bond/Cash ): 90/0/10% MIX (Small/Mid/Large): X/Y/Z% BLEND(US/Foreign): 100/0%, (Value/Growth/Blend): X/X/X% REIT (Real Estate Equity): X% of Assets
FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $3.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.