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 Stocks17% 401k Mutual Funds34% Real Estate (house)4% Fixed Income (all short-term)2007 Notes so far:Funded 2007 Roths in JanuaryOn 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 charthttp://pic40.picturetrail.com/VOL362/677161/15775683/264726134.jpgPrevious updates:2006 Update: http://boards.fool.com/Message.asp?mid=24999370 2005 Update: http://boards.fool.com/Message.asp?mid=23507890&sort=whole#235092592004 Update: http://boards.fool.com/Message.asp?mid=21842676&sort=username2003 Update: http://boards.fool.com/Message.asp?mid=20380221&sort=username--whyohwhyoh
why-oh-why are you living my alternative life?Current net worth around 5.5 NW/AI at 38.Current NW portfolio:26% house65% stocks and bonds10% short term instrumentsIn 2003 you were at 1.4 NW/AI and I was at 2.4 hmmm you are doinga bit better than me in terms of relative growth. I think that is yourstock picking paying off.IN 2004 it looks like you were around 2.06 and I was around 2.9In 2005 it looks like you were around 3.1 and I was around 3.72In 2006 it looks like you were around 5.6 and I was around 4.5In 2007 you are at 5.7 and I am around 5.5I think your income must have gone up. If you want to chat about saving strategies or give me investment trips please drop me a note.
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