The Motley Fool Discussion Boards
Retirement Discussions / FIRE Wannabees
|Subject: FIRE mid-year update 2007||Date: 7/9/2007 4:46 PM|
|Author: whyohwhyoh||Number: 4255 of 5068|
Here is a mid-year update on our retirement goals....
--Net worth up 9% since 1/1/07. Currently at 5.5 NW/AI at 33.
Current NW portfolio:
45% Picked Stocks
17% 401k Mutual Funds
34% Real Estate (house)
4% Fixed Income (all short-term)
2007 Notes so far:
Funded 2007 Roths in January
On par to fully fund 401k.
23.6% CAGR on picked stocks so far this year vs. 11.5% S&P500. incl. (NUAN, BWLD, OYOG, BMY)
Large medical bills along with only modest home value gains slowed NW gain a bit.
Moved most fixed income out of T-Bills into 6% temp FNBO direct savings account.
Readjusted NW/AI numbers. Took taxes out of stock option assets since it is quite difficult to avoid taxes. Upward adjustment to AI.
NW/AI historical chart
|Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|