The Motley Fool Discussion Boards

Previous Page

Retirement Discussions / FIRE Wannabees


Subject:  FIRE mid-year update 2013 Date:  7/19/2013  2:33 PM
Author:  whyohwhyoh Number:  4982 of 5255

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 30yr

2013 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.

Copyright 1996-2019 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us