Join Early Retirement Today
View Poll Results: Value of your retirement portfolio? See my definition in the post.
$100,000 - $250,000 5 2.05%
$250,001 - $500,000 12 4.92%
$500,001 - $1M 43 17.62%
$1M - $1,500,000 46 18.85%
$1,500,001 - $2M 38 15.57%
$2,000,001 - $2,500,000 23 9.43%
$2,500,001 - $3M 19 7.79%
$3M - $5M 35 14.34%
$5M - $7M 6 2.46%
$7M+ 17 6.97%
Voters: 244. You may not vote on this poll

Reply
 
Thread Tools Search this Thread Display Modes
What's the size of your portfolio?
Old 05-08-2016, 07:33 PM   #1
Recycles dryer sheets
 
Join Date: Feb 2008
Posts: 452
What's the size of your portfolio?

Hello,

While reading a few threads on "Hi, I am..." yesterday, I "met" a few millionaires with great wealth which got me curious. I created a poll to learn the size of ER or seeking ER retirement portfolios.

I don't have skills in statistics or surveys, so this will be far from perfect. It's more anecdotal than scientific but it should be interesting nevertheless. By human nature we try to compare ourselves to somebody else and see how we do.

Anyway, please vote on the size of your retirement portfolio: 401k (or similar plan) + IRA's + Taxable accounts. Do not include inheritance (subtract its approx. value from your total), houses, vacation homes, cars, or other valuables.
IMO, this would show saved our sweat earned money and saved for retirement.

ETA: Not PUBLIC anymore! Posters saying that it's worthless and nothing to gain. This is a voluntary voting. Nobody will know YOUR portfolio and I do not care about YOUR portfolio though a lot of people choose to disclose sometimes. It's an anecdotal survey, I know. Just to get an idea how well y'all doing as compared to the whole population. I wouldn't believe whoever says that we are not curious...
__________________

__________________
aida2003 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 05-08-2016, 07:34 PM   #2
Thinks s/he gets paid by the post
RobbieB's Avatar
 
Join Date: Mar 2016
Location: Central CA
Posts: 2,495
Vote where?
__________________

__________________
Retired at 59 in 2014. Should have done it sooner but I worried too much.
RobbieB is online now   Reply With Quote
Old 05-08-2016, 07:38 PM   #3
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
REWahoo's Avatar
 
Join Date: Jun 2002
Location: Texas Hill Country
Posts: 42,124
I've never felt comfortable revealing the size of my portfolio, but I do have large hands.
__________________
Numbers is hard

When I hit 70, it hit back

Retired in 2005 at age 58, no pension
REWahoo is offline   Reply With Quote
Old 05-08-2016, 07:49 PM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jul 2006
Posts: 11,019
Public poll? I don't think so!
__________________
Meadbh is offline   Reply With Quote
Old 05-08-2016, 07:54 PM   #5
Thinks s/he gets paid by the post
 
Join Date: Nov 2011
Posts: 2,366
Public poll? Only if I can vote Boaty McBoatface.
__________________
GrayHare is online now   Reply With Quote
Old 05-08-2016, 07:57 PM   #6
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
HFWR's Avatar
 
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 12,964
I have a portfolio so big it'll make you puke.

With apologies to Steve Martin...

I'm on the lower end of the ER.org scale, if that's any help. 😜
__________________
Have Funds, Will Retire

...not doing anything of true substance...
HFWR is offline   Reply With Quote
Old 05-08-2016, 08:02 PM   #7
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
REWahoo's Avatar
 
Join Date: Jun 2002
Location: Texas Hill Country
Posts: 42,124
Looks like the poll has been changed from public to private.
__________________
Numbers is hard

When I hit 70, it hit back

Retired in 2005 at age 58, no pension
REWahoo is offline   Reply With Quote
Old 05-08-2016, 08:04 PM   #8
Thinks s/he gets paid by the post
 
Join Date: Dec 2014
Posts: 1,662
not much for comparing with the jones' or seeing who is bigger.
I use to get multiple envelopes with 8x10 paper with my portfolio written on it. It is now electronic and thus is much smaller. One could get more envelopes and pieces of paper by having it spread out at multiple brokerages. ;-)
I'll skip the poll if we ever find one
__________________
bingybear is offline   Reply With Quote
Old 05-08-2016, 08:23 PM   #9
Recycles dryer sheets
 
Join Date: Jan 2012
Posts: 244
I don't see what's the point of this poll? How does it matter what the size of someone else's portfolio is as long as they are comfortable with their personal safe withdrawal level?
__________________
Rickt is offline   Reply With Quote
Old 05-08-2016, 08:30 PM   #10
Thinks s/he gets paid by the post
RobbieB's Avatar
 
Join Date: Mar 2016
Location: Central CA
Posts: 2,495
It's actually kinda cool and one of the reasons I signed up here.

Here we have a place where retired people (and even those lusting for same) can share some stuff. Here we have a mix of those that did it by extreme frugality and also a few hedge fund guys that took the money and ran. A good mix.

A mix of scrimping and saving and high pressure "got it and I'm done" and the whole range of in between. Pretty cool. We all share the love of "not working" eh?
__________________
Retired at 59 in 2014. Should have done it sooner but I worried too much.
RobbieB is online now   Reply With Quote
Old 05-08-2016, 08:41 PM   #11
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jul 2006
Posts: 11,019
Thank you to the OP (or the mods) for making the poll private. However, the question posed is still not clear. Specifically, the requirement to omit an inheritance. I have received two inheritances, and I put them into my investment portfolio. One of them was 11 years ago. I don't know how I can separate out the past value of that inheritance, which was substantial, and calculate the present value of the remainder of my portfolio. Hence, I am not going to answer the question.
__________________
Meadbh is offline   Reply With Quote
Old 05-08-2016, 08:50 PM   #12
Recycles dryer sheets
 
Join Date: Feb 2015
Posts: 60
Where's the "enough" option?
__________________
Viking is offline   Reply With Quote
Old 05-08-2016, 08:59 PM   #13
Thinks s/he gets paid by the post
RobbieB's Avatar
 
Join Date: Mar 2016
Location: Central CA
Posts: 2,495
A better question would be "net worth"

My house is paid for and I do consider it an "asset" as I don't have to pay rent or mortgage and that is a real "income", same as if I had assets paying that dividend.
__________________
Retired at 59 in 2014. Should have done it sooner but I worried too much.
RobbieB is online now   Reply With Quote
Old 05-08-2016, 09:30 PM   #14
Thinks s/he gets paid by the post
 
Join Date: Jan 2005
Posts: 2,555
Quote:
Originally Posted by Meadbh View Post
Public poll? I don't think so!

Just curious, how can you tell if a poll is public or private? It would be nice to know for the future. Thanks.
__________________
Dreamer is offline   Reply With Quote
Old 05-08-2016, 09:52 PM   #15
Thinks s/he gets paid by the post
 
Join Date: Sep 2012
Location: Seattle
Posts: 2,906
If you are selling your paid off house and living in a van down by the river, do you then get to count your house money in your portfolio?
__________________
Fermion is offline   Reply With Quote
Old 05-08-2016, 09:56 PM   #16
Moderator
rodi's Avatar
 
Join Date: Apr 2012
Location: San Diego
Posts: 8,817
Not to poke the bear... but what about folks with gold plated pensions, but not a huge nest egg? Are they poorer than someone with no pension, but a bigger nest egg?

I agree that it's odd to exclude inheritance... if it's money in the nest egg...

Also - what about rental properties... they provide an income stream, and can be sold to increase the nest egg...

Too many problems with how this poll was defined in the OP.
__________________
Retired June 2014. No longer an enginerd - now I'm just a nerd.
micro pensions 7%, rental income 18%
rodi is online now   Reply With Quote
Old 05-08-2016, 10:01 PM   #17
Full time employment: Posting here.
gcgang's Avatar
 
Join Date: Sep 2012
Posts: 928
Maybe he meant just financial assets, the type of thing an FA gets paid to manage.
__________________
In theory, there's no difference between theory and practice. In practice, there is. YB
gcgang is offline   Reply With Quote
Old 05-08-2016, 10:33 PM   #18
Recycles dryer sheets
 
Join Date: Aug 2013
Posts: 402
Looks like the bell curve peaked around the $1M - $1.5M mark. That's where most people are I guess. Honestly, I'm still caught off-guarded and puzzled sometimes when some people ask "can I retire, I have >$4 million nest egg."
__________________
No to consumerism, Living a simple life, enjoying the experience - not the material stuff
cyber888 is offline   Reply With Quote
Old 05-08-2016, 10:56 PM   #19
Thinks s/he gets paid by the post
RobbieB's Avatar
 
Join Date: Mar 2016
Location: Central CA
Posts: 2,495
As always, it depends on how old you are, dependents, expenses, liabilities and the ever important "lifestyle"

Not to mention your faith in history, current interest rates, health conditions and "world politics"

It caused me to delay because of fear of the unknown for sure.
__________________
Retired at 59 in 2014. Should have done it sooner but I worried too much.
RobbieB is online now   Reply With Quote
Old 05-08-2016, 10:59 PM   #20
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
bbbamI's Avatar
 
Join Date: Dec 2006
Location: Dallas 'burb
Posts: 9,039
Quote:
Originally Posted by REWahoo View Post
I've never felt comfortable revealing the size of my portfolio, but I do have large hands.
__________________

__________________
There's no need to complicate, our time is short..
bbbamI is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Poll: What's your retirement house size? cyber888 Life after FIRE 169 02-06-2016 06:56 PM
Optimum house size for early retirees in the USA RockMiner Life after FIRE 52 11-25-2006 10:06 PM
Super size me uncledrz FIRE and Money 31 09-12-2006 12:50 PM
Duration of retirement and size of retirement fund Cool Dood FIRE and Money 9 06-28-2006 09:34 AM
Size limitation on attachments? jdmorton Forum Admin 4 04-02-2006 10:16 PM

 

 
All times are GMT -6. The time now is 01:14 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.