Poll: Annual Increase in Investible Assets

How much has the total of your investible assets increased in value over the last twelve months?

  • Less than $100,000

    Votes: 12 8.1%
  • $100,000 to $250,000

    Votes: 29 19.6%
  • $250,001 to $500,000

    Votes: 46 31.1%
  • $500,001 to $750,000

    Votes: 25 16.9%
  • $750,001 to $1,000,000

    Votes: 15 10.1%
  • $1,000,001 to $1,500,000

    Votes: 11 7.4%
  • $1,500,000 to $2,000,000

    Votes: 5 3.4%
  • Over $2,000,001

    Votes: 5 3.4%

  • Total voters
    148
I don't actually track my total portfolio value on a yearly basis. I generally add more money to my taxable account the past several years, so that would make the account growth seem larger than the actual investment returns.
I track ours as of March 31st every year, to total it up after filing taxes, so don't know our 2025 results right now. I would estimate the balance growth as somewhere near $100K.
 
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