Meadbh
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Jul 22, 2006
- Messages
- 11,401
OK, I've done the math. Three milestones at year end (which also marks 1 year of ER)
1. NW has breached another nice round number with 7 figures in it.
2. NW has increased by 22.5% in the past year. Accounting for some income during 2013, overall portfolio return is ~18%.
3. Leverage has decreased by 2/3 since its high in 2010 and is now just over 3% of NW.
Investable assets have not risen, but that is because I was aggressively paying down debt. So far, the sequence of returns has been in my favor. I hope it stays positive for the next 3-4 years! I have yet to total my annual spending for 2013, but all indications are that it has been less than 3% of NW a year ago and less than 2.5% of current NW. So far, so good!
1. NW has breached another nice round number with 7 figures in it.
2. NW has increased by 22.5% in the past year. Accounting for some income during 2013, overall portfolio return is ~18%.
3. Leverage has decreased by 2/3 since its high in 2010 and is now just over 3% of NW.
Investable assets have not risen, but that is because I was aggressively paying down debt. So far, the sequence of returns has been in my favor. I hope it stays positive for the next 3-4 years! I have yet to total my annual spending for 2013, but all indications are that it has been less than 3% of NW a year ago and less than 2.5% of current NW. So far, so good!