2013 Mid-year Update: Net worth up 16% since Jan 1st, 2013. [S&P +13%]Current Portfolio: 30% Picked Stocks (7% net worth in WMT, PFE, BMY) (13% NW in company stock, after tax)32% 401k Mutual Funds (70% S&P500 index fund)8% Fixed Income (Cash Savings, Money Market)93% California Real Estate (Our House Value*0.93)-63% Mortgage 3.625% fixed 30yr2013 mid year: 39 years old now. The market has been great this first 6 months, with the S&P jumping up 13%. We did another no cost refi, from 3.875% down to 3.625% and I paid the principal down about $8k during the refi. I put $10k into I-bonds as the rates were looking good. I’m still trying to get my fixed income % up, but keep finding interesting investments. Still I am targeting to get to 10% by the end of the year.Overall it looks like I will reach 1E6 NW before the age of 40.--whyohwhyoh
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS