Down 325k for the quarter and ended at 83% (4.571M). I'm also back to roughly Q1 2021 numbers.
51.5% investments and cash only
98.8% of target when including cash flow from properties
Net Worth Excluding Real Estate and Personal Property
06/20/2017 - $1,205k
10/02/2017 - $1,273k - Nice little quarter, I would say.
1/1/2018 - $1,354k - Still headed in the right direction. Let's see what 2018 has to offer.
4/1/2018 - $1,398k - Smaller increase this quarter as the market hasn't helped. Luckily my contributions more than made up for the lack of market returns.
07/02/2018 - $1,461k - Q2 was similar story to Q1. Moving in the right direction though.
10/01/2018 - $1,537k
01/01/2019 - $1,328k - Ouch, what a terrible December
04/01/2019 - $1,520k - Q1 got back much of what Q4 lost!
07/01/2019 - $1,576k - Nice quarter and a new high. Still chugging along.
10/01/2019 - $1,594k - While I'm way up from January. I'm not that far up from same period prior year. But, I'll keep piling it in and hope the market helps me along the way.
01/01/2020 - $1,729 - Excellent Q4 for 2019, which more than made up for Q4 2018. Here's hoping 2020 brings more of the same.
04/01/2020 - $1,453k - Wow, the last 3 weeks have been brutal. Down $276k from last quarter and $67k from last year!
07/01/2020 - $1,763k - Amazing that this market has been so resilient and I am grateful for it. However, I am still expecting a W recovery, at best. All the money that was lost in Q2 is gone forever, unemployment is still extremely high and our deficits are out of control. You all may have even seen in a different thread that I have recently purchased October SPY puts with the thought that once Q2 earnings are realized and valuations are proven to be out of whack, we'll have a retest.
10/01/2020 - $1,948k - Well, those SPY puts haven't worked out so well. Finally closed them out at a loss a few weeks back. Anyway, another good, yet mystifying quarter. I did a separate thread where I celebrated eclipsing $2M. That lasted for about 2 days and I still haven't gotten back. Hopefully for the year end update I'll make it. Considering where my portfolio was on March 23, this update is really remarkable.
01/01/2021 - $2,194k - What an absolute mess of a year. While very thankful for how my portfolio performed, it is completely illogical. While the rest of the world was burning down, stocks marched higher. I'm fearful that 2021 takes it all back. That being said, I hope I am once again wrong, as doing so seems to be very profitable... And, I wish you all a very Happy New Year and Cheers to (fingers crossed) life getting back to normal
04/02/2021 - $2,422k - Was travelling yesterday so missed the 4/1 balance. Up nearly $1M from one year ago....freaking amazing. Being so close to my number, $3M, I'm wondering if I should start to adjust my allocation to a more conservative approach. Current I'm something like 83/8/9. On the one hand, it's what got me here so if it ain't broke don't fix it, on the other hand, I don't want to see it go away in a correction. I'm young enough that I could continue to w*rk for a couple more years if needed, but I don't really want to. Also, now seems like the worst time to buy bonds. No clue what to do. Anyway, hope you all had a nice quarter, as well
07/05/2021 - $2,704k - Another amazing quarter. Of course owning NVDA has helped. Still worried about a pull back. Being so close to my number with still some years left has me nervous, not wanting to give it all back.
10/01/2021 - $2,672k - It was a rough last few weeks. High for the Q was actually $2,792.
01/01/2022 - $2,985k Really nice year; even hit the $3M mark a couple times in the last few months. Just bought a vacation home, so about $100k of this is now gone per Dec 28th, but being so close to the end of the year, I just left it in to keep 2021 clean. Original goal was $3M; with inflation I'm thinking I might need to up that to $3.5M or $4M
04/01/2022 - $2,899k Rough quarter plus I removed some funds for the vacation home I mentioned last quarter. But, Q1 finished better than it looked like it was going to a few weeks ago. So, cheers to that. Here's hoping for a better Q2.
07/01/2022 - $2,409k Very rough quarter. Basically back to where I was April of 2021. Here's hoping for a better second half
Q3 2022 - 68.2% (-2.2%) not as bad as was previous Q, but still red. To be fair it is not all that bad as we can buy cheap nowQ1 2016 - 31.8% of our target, have a lot of heavy lifting to do in order to get ready for 2024 FIRE
Q2 2016 - 32.9% (+1.1%) of the target NW, very encouraged by the progress, looking forward to join 2 comma club this year.
Q3 2016 - 34.2% (+1.3%) of target, and finally joined two comma club
Q4 2016 - 35.6% (+1.4%) so far so good
Q1 2017 - 37.7% (+2.1%) big news - payed off house and have zero debt now. Markets have been hot during Q1 - that helped a lot
Q2 2017 - 39.6% (+1.9%) chugging along, hoping to cross 40% by end of July
Q3 2017 - 41.6% (+2.0%) - yey! looking forward to the midpoint of the race
Q4 2017 - 43.9% (+2.3%) that was blockbuster year, hope to have more of those going forward !!!
Q1 2018 - 44.9% (+1.0%) not bad
Q2 2018 - 46.5% (+1.6%) nice quarter!
Q3 2018 - 49.7% (+3.2%) looking forward to cross half-way mark this year!
Q4 2018 - 47.1% (-2.6%) terrible December killed that quarter, still positive for the year though
Q1 2019 - 51.1% (+4.0%) yey!!! Finally crossed half way mark
Q2 2019 - 53.2% (+2.1%) have exactly 5 years to go according to original plan
Q3 2019 - 55.0% (+1.8%) still racing
Q4 2019 - 57.9% (+2.9%) for the full 2019 our NW went up by 10.8% of the target and we beat year end estimate by $112k
Q1 2020 - 52.8% (-5.1%) At this point we are just happy to have our paychecks and that we both can work from home.
Q2 2020 - 59.6% (+6.8%) thankful for Q2 market gains and also believe we will see one more leg down before full recovery to February highs.
Q3 2020 - 63.7% (+4.1%) this year is shaping up to be interesting
Q4 2020 - 67.6% (+3.9%) crossed $2M mark on out NW, not complaining at all
Q1 2021 - 70.0% (+2.4%) nice small milestone!
Q2 2021 - 73.9% (+3.9%)
Q3 2021 - 74.4% (+0.5%) green for the quarter - that what counts
Q4 2021 - 78.7% (+4.3%) six years of racing here
Q1 2022 - 77.2% (-1.5%) slightly down, will see how it will go this year ...
Q2 2022 - 70.4% (-6.8%) rough quarter and we are back to Q1 2021
Net Worth Excluding Real Estate and Personal Property
06/20/2017 - $1,205k
10/02/2017 - $1,273k - Nice little quarter, I would say.
1/1/2018 - $1,354k - Still headed in the right direction. Let's see what 2018 has to offer.
4/1/2018 - $1,398k - Smaller increase this quarter as the market hasn't helped. Luckily my contributions more than made up for the lack of market returns.
07/02/2018 - $1,461k - Q2 was similar story to Q1. Moving in the right direction though.
10/01/2018 - $1,537k
01/01/2019 - $1,328k - Ouch, what a terrible December
04/01/2019 - $1,520k - Q1 got back much of what Q4 lost!
07/01/2019 - $1,576k - Nice quarter and a new high. Still chugging along.
10/01/2019 - $1,594k - While I'm way up from January. I'm not that far up from same period prior year. But, I'll keep piling it in and hope the market helps me along the way.
01/01/2020 - $1,729 - Excellent Q4 for 2019, which more than made up for Q4 2018. Here's hoping 2020 brings more of the same.
04/01/2020 - $1,453k - Wow, the last 3 weeks have been brutal. Down $276k from last quarter and $67k from last year!
07/01/2020 - $1,763k - Amazing that this market has been so resilient and I am grateful for it. However, I am still expecting a W recovery, at best. All the money that was lost in Q2 is gone forever, unemployment is still extremely high and our deficits are out of control. You all may have even seen in a different thread that I have recently purchased October SPY puts with the thought that once Q2 earnings are realized and valuations are proven to be out of whack, we'll have a retest.
10/01/2020 - $1,948k - Well, those SPY puts haven't worked out so well. Finally closed them out at a loss a few weeks back. Anyway, another good, yet mystifying quarter. I did a separate thread where I celebrated eclipsing $2M. That lasted for about 2 days and I still haven't gotten back. Hopefully for the year end update I'll make it. Considering where my portfolio was on March 23, this update is really remarkable.
01/01/2021 - $2,194k - What an absolute mess of a year. While very thankful for how my portfolio performed, it is completely illogical. While the rest of the world was burning down, stocks marched higher. I'm fearful that 2021 takes it all back. That being said, I hope I am once again wrong, as doing so seems to be very profitable... And, I wish you all a very Happy New Year and Cheers to (fingers crossed) life getting back to normal
04/02/2021 - $2,422k - Was travelling yesterday so missed the 4/1 balance. Up nearly $1M from one year ago....freaking amazing. Being so close to my number, $3M, I'm wondering if I should start to adjust my allocation to a more conservative approach. Current I'm something like 83/8/9. On the one hand, it's what got me here so if it ain't broke don't fix it, on the other hand, I don't want to see it go away in a correction. I'm young enough that I could continue to w*rk for a couple more years if needed, but I don't really want to. Also, now seems like the worst time to buy bonds. No clue what to do. Anyway, hope you all had a nice quarter, as well
07/05/2021 - $2,704k - Another amazing quarter. Of course owning NVDA has helped. Still worried about a pull back. Being so close to my number with still some years left has me nervous, not wanting to give it all back.
10/01/2021 - $2,672k - It was a rough last few weeks. High for the Q was actually $2,792.
01/01/2022 - $2,985k Really nice year; even hit the $3M mark a couple times in the last few months. Just bought a vacation home, so about $100k of this is now gone per Dec 28th, but being so close to the end of the year, I just left it in to keep 2021 clean. Original goal was $3M; with inflation I'm thinking I might need to up that to $3.5M or $4M
04/01/2022 - $2,899k Rough quarter plus I removed some funds for the vacation home I mentioned last quarter. But, Q1 finished better than it looked like it was going to a few weeks ago. So, cheers to that. Here's hoping for a better Q2.
07/01/2022 - $2,409k Very rough quarter. Basically back to where I was April of 2021. Here's hoping for a better second half
10/01/2022 - $2,294k Still going the wrong direction. Considering inflation, war in Europe, etc, etc. we may be in for a long recession. No worries. We've been through this before in '01/'02 and '08/'09 so we can get through it again.
01/01/2023 - $2,502k Got some of what we've lost back. Here's looking at a more profitable 2023. Happy New Year, everyone!
Q1 2016 - 31.8% of our target, have a lot of heavy lifting to do in order to get ready for 2024 FIRE
Q2 2016 - 32.9% (+1.1%) of the target NW, very encouraged by the progress, looking forward to join 2 comma club this year.
Q3 2016 - 34.2% (+1.3%) of target, and finally joined two comma club
Q4 2016 - 35.6% (+1.4%) so far so good
Q1 2017 - 37.7% (+2.1%) big news - payed off house and have zero debt now. Markets have been hot during Q1 - that helped a lot
Q2 2017 - 39.6% (+1.9%) chugging along, hoping to cross 40% by end of July
Q3 2017 - 41.6% (+2.0%) - yey! looking forward to the midpoint of the race
Q4 2017 - 43.9% (+2.3%) that was blockbuster year, hope to have more of those going forward !!!
Q1 2018 - 44.9% (+1.0%) not bad
Q2 2018 - 46.5% (+1.6%) nice quarter!
Q3 2018 - 49.7% (+3.2%) looking forward to cross half-way mark this year!
Q4 2018 - 47.1% (-2.6%) terrible December killed that quarter, still positive for the year though
Q1 2019 - 51.1% (+4.0%) yey!!! Finally crossed half way mark
Q2 2019 - 53.2% (+2.1%) have exactly 5 years to go according to original plan
Q3 2019 - 55.0% (+1.8%) still racing
Q4 2019 - 57.9% (+2.9%) for the full 2019 our NW went up by 10.8% of the target and we beat year end estimate by $112k
Q1 2020 - 52.8% (-5.1%) At this point we are just happy to have our paychecks and that we both can work from home.
Q2 2020 - 59.6% (+6.8%) thankful for Q2 market gains and also believe we will see one more leg down before full recovery to February highs.
Q3 2020 - 63.7% (+4.1%) this year is shaping up to be interesting
Q4 2020 - 67.6% (+3.9%) crossed $2M mark on out NW, not complaining at all
Q1 2021 - 70.0% (+2.4%) nice small milestone!
Q2 2021 - 73.9% (+3.9%)
Q3 2021 - 74.4% (+0.5%) green for the quarter - that what counts
Q4 2021 - 78.7% (+4.3%) six years of racing here
Q1 2022 - 77.2% (-1.5%) slightly down, will see how it will go this year ...
Q2 2022 - 70.4% (-6.8%) rough quarter and we are back to Q1 2021
Q3 2022 - 68.2% (-2.2%) not as bad as was previous Q, but still red. To be fair it is not all that bad as we can buy cheap now*
Down 276k for the Q3 which puts me down 780k for 2022. Ended at 78% (4.295M).
It has been a while since this class posted any update. So I am waking up the thread.
Our original FIRE date was 2024 based on "nestegg=expenses*36" formula. Our expenses are creeping up now so am not sure where we will end up with. Our portfolio is at 80% of target and current projected FIRE date is 2025. The inflation in a next couple of years may push the date out even further! Keeping fingers crossed.
Ended Up 285k for Q4. Finished down 495k for 2022 at 4.581M (~83% of target)
Ended Q1 2023 up 352k at 4.933M (89.7% of target)
Portfolio is 81% of target now. Projected spending is still on the rise due to the inflation.Portfolio is now 75% of target mainly because the expenses are creeping up. FI date is still tracking to be 2025. On the other hand, my work has been becoming so relaxed that I may just stick to my job even after FI and not RE!
Q1 2016 - 31.8% of our target, have a lot of heavy lifting to do in order to get ready for 2024 FIRE
Q2 2016 - 32.9% (+1.1%) of the target NW, very encouraged by the progress, looking forward to join 2 comma club this year.
Q3 2016 - 34.2% (+1.3%) of target, and finally joined two comma club
Q4 2016 - 35.6% (+1.4%) so far so good
Q1 2017 - 37.7% (+2.1%) big news - payed off house and have zero debt now. Markets have been hot during Q1 - that helped a lot
Q2 2017 - 39.6% (+1.9%) chugging along, hoping to cross 40% by end of July
Q3 2017 - 41.6% (+2.0%) - yey! looking forward to the midpoint of the race
Q4 2017 - 43.9% (+2.3%) that was blockbuster year, hope to have more of those going forward !!!
Q1 2018 - 44.9% (+1.0%) not bad
Q2 2018 - 46.5% (+1.6%) nice quarter!
Q3 2018 - 49.7% (+3.2%) looking forward to cross half-way mark this year!
Q4 2018 - 47.1% (-2.6%) terrible December killed that quarter, still positive for the year though
Q1 2019 - 51.1% (+4.0%) yey!!! Finally crossed half way mark
Q2 2019 - 53.2% (+2.1%) have exactly 5 years to go according to original plan
Q3 2019 - 55.0% (+1.8%) still racing
Q4 2019 - 57.9% (+2.9%) for the full 2019 our NW went up by 10.8% of the target and we beat year end estimate by $112k
Q1 2020 - 52.8% (-5.1%) At this point we are just happy to have our paychecks and that we both can work from home.
Q2 2020 - 59.6% (+6.8%) thankful for Q2 market gains and also believe we will see one more leg down before full recovery to February highs.
Q3 2020 - 63.7% (+4.1%) this year is shaping up to be interesting
Q4 2020 - 67.6% (+3.9%) crossed $2M mark on out NW, not complaining at all
Q1 2021 - 70.0% (+2.4%) nice small milestone!
Q2 2021 - 73.9% (+3.9%)
Q3 2021 - 74.4% (+0.5%) green for the quarter - that what counts
Q4 2021 - 78.7% (+4.3%) six years of racing here
Q1 2022 - 77.2% (-1.5%) slightly down, will see how it will go this year ...
Q2 2022 - 70.4% (-6.8%) rough quarter and we are back to Q1 2021
Q3 2022 - 68.2% (-2.2%) not as bad as was previous Q, but still red. To be fair it is not all that bad as we can buy cheap now*
Q4 2022 - 72.1% (+3.9%) finally some gains, but stull red for the year. Looking forward leave those red quarters behind in 2023 !!!
Net Worth Excluding Real Estate and Personal Property
06/20/2017 - $1,205k
10/02/2017 - $1,273k - Nice little quarter, I would say.
1/1/2018 - $1,354k - Still headed in the right direction. Let's see what 2018 has to offer.
4/1/2018 - $1,398k - Smaller increase this quarter as the market hasn't helped. Luckily my contributions more than made up for the lack of market returns.
07/02/2018 - $1,461k - Q2 was similar story to Q1. Moving in the right direction though.
10/01/2018 - $1,537k
01/01/2019 - $1,328k - Ouch, what a terrible December
04/01/2019 - $1,520k - Q1 got back much of what Q4 lost!
07/01/2019 - $1,576k - Nice quarter and a new high. Still chugging along.
10/01/2019 - $1,594k - While I'm way up from January. I'm not that far up from same period prior year. But, I'll keep piling it in and hope the market helps me along the way.
01/01/2020 - $1,729 - Excellent Q4 for 2019, which more than made up for Q4 2018. Here's hoping 2020 brings more of the same.
04/01/2020 - $1,453k - Wow, the last 3 weeks have been brutal. Down $276k from last quarter and $67k from last year!
07/01/2020 - $1,763k - Amazing that this market has been so resilient and I am grateful for it. However, I am still expecting a W recovery, at best. All the money that was lost in Q2 is gone forever, unemployment is still extremely high and our deficits are out of control. You all may have even seen in a different thread that I have recently purchased October SPY puts with the thought that once Q2 earnings are realized and valuations are proven to be out of whack, we'll have a retest.
10/01/2020 - $1,948k - Well, those SPY puts haven't worked out so well. Finally closed them out at a loss a few weeks back. Anyway, another good, yet mystifying quarter. I did a separate thread where I celebrated eclipsing $2M. That lasted for about 2 days and I still haven't gotten back. Hopefully for the year end update I'll make it. Considering where my portfolio was on March 23, this update is really remarkable.
01/01/2021 - $2,194k - What an absolute mess of a year. While very thankful for how my portfolio performed, it is completely illogical. While the rest of the world was burning down, stocks marched higher. I'm fearful that 2021 takes it all back. That being said, I hope I am once again wrong, as doing so seems to be very profitable... And, I wish you all a very Happy New Year and Cheers to (fingers crossed) life getting back to normal
04/02/2021 - $2,422k - Was travelling yesterday so missed the 4/1 balance. Up nearly $1M from one year ago....freaking amazing. Being so close to my number, $3M, I'm wondering if I should start to adjust my allocation to a more conservative approach. Current I'm something like 83/8/9. On the one hand, it's what got me here so if it ain't broke don't fix it, on the other hand, I don't want to see it go away in a correction. I'm young enough that I could continue to w*rk for a couple more years if needed, but I don't really want to. Also, now seems like the worst time to buy bonds. No clue what to do. Anyway, hope you all had a nice quarter, as well
07/05/2021 - $2,704k - Another amazing quarter. Of course owning NVDA has helped. Still worried about a pull back. Being so close to my number with still some years left has me nervous, not wanting to give it all back.
10/01/2021 - $2,672k - It was a rough last few weeks. High for the Q was actually $2,792.
01/01/2022 - $2,985k Really nice year; even hit the $3M mark a couple times in the last few months. Just bought a vacation home, so about $100k of this is now gone per Dec 28th, but being so close to the end of the year, I just left it in to keep 2021 clean. Original goal was $3M; with inflation I'm thinking I might need to up that to $3.5M or $4M
04/01/2022 - $2,899k Rough quarter plus I removed some funds for the vacation home I mentioned last quarter. But, Q1 finished better than it looked like it was going to a few weeks ago. So, cheers to that. Here's hoping for a better Q2.
07/01/2022 - $2,409k Very rough quarter. Basically back to where I was April of 2021. Here's hoping for a better second half
10/01/2022 - $2,294k Still going the wrong direction. Considering inflation, war in Europe, etc, etc. we may be in for a long recession. No worries. We've been through this before in '01/'02 and '08/'09 so we can get through it again.
01/01/2023 - $2,502k Got some of what we've lost back. Here's looking at a more profitable 2023. Happy New Year, everyone!
Q1 2023 - 75.8% (+3.7%) slowly recovering from the 2022 losses, looks like OMY is in books for us - class of 2025 or even 2026 if inflation will continue to bite.