The Motley Fool Discussion Boards

Previous Page

Retirement Discussions / FIRE Wannabees

URL:  http://boards.fool.com/fire-mid-year-update-2007-25665533.aspx

Subject:  FIRE mid-year update 2007 Date:  7/9/2007  4:46 PM
Author:  whyohwhyoh Number:  4255 of 5084

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
http://pic40.picturetrail.com/VOL362/677161/15775683/264726134.jpg

Previous updates:

2006 Update:
http://boards.fool.com/Message.asp?mid=24999370

2005 Update:
http://boards.fool.com/Message.asp?mid=23507890&sort=whole#23509259

2004 Update:
http://boards.fool.com/Message.asp?mid=21842676&sort=username

2003 Update:
http://boards.fool.com/Message.asp?mid=20380221&sort=username

--
whyohwhyoh


Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us