Off to a pretty good start for 2021. As of 3/31, my accounts are up $41,000 from Jan 1. I dont keep a monthly report of wifes accounts, only once at the end of the year...but if I had to guess, she should be up around $30,000. Hard to complain. We'll see what the rest of the year brings.
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2021 Quarterly check in
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I didn't update our numbers last night so I don't have an exact figure but I think we're up 70-75K YTD. I'm good with that. Let's hope it continues.Steve
* Despite the high cost of living, it remains very popular.
* Why should I pay for my daughter's education when she already knows everything?
* There are no shortcuts to anywhere worth going.
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I turned a $122K profit on a real estate deal over about 50 days, and have realized about $60K in vacation rental income through Q1. My franchises are approaching pre-pandemic levels.
No stock market gains to report. I’m not in it.Last edited by TexasHusker; 04-01-2021, 07:47 PM.
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I'll join in for kicks... YTD, I've had ~5.5% gains on my investments... around $50k up, not counting my contributions.
I think the bigger deal (or at least more eye-popping) is our 12 month returns -- ranging between 46% (DW's target-date IRA) to a whopping 83.2% (my brokerage), averaging at 56%....!!!!!! Of course, 1 year ago was still deep in the throws of the COVID market collapse, when I scooped up all the shares that I could. But still, those numbers...wow...mind boggling.
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Originally posted by kork13 View PostI'll join in for kicks... YTD, I've had ~5.5% gains on my investments... around $50k up, not counting my contributions.
I think the bigger deal (or at least more eye-popping) is our 12 month returns -- ranging between 46% (DW's target-date IRA) to a whopping 83.2% (my brokerage), averaging at 56%....!!!!!! Of course, 1 year ago was still deep in the throws of the COVID market collapse, when I scooped up all the shares that I could. But still, those numbers...wow...mind boggling.
“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.”
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Originally posted by srblanco7 View Post
And with the recent run-up we've hit our "walk-away" number, so I'm wrapping my brain around that as well.
One question obviously becomes that just because you're at "the number" today, doesn't mean you'll still be there in a week or a month if the market takes a downward turn. If prices drop 5 or 10 or 20%, that could be a problem unless your number already accounts for that possibility.Steve
* Despite the high cost of living, it remains very popular.
* Why should I pay for my daughter's education when she already knows everything?
* There are no shortcuts to anywhere worth going.
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Originally posted by disneysteve View Post
That's great. Do you actually have an end date in place?
One question obviously becomes that just because you're at "the number" today, doesn't mean you'll still be there in a week or a month if the market takes a downward turn. If prices drop 5 or 10 or 20%, that could be a problem unless your number already accounts for that possibility.
On a professional level, this gives me time to ensure a smooth transition of the leadership roles that I have and ensure (to the extent I'm able) a smooth transition for my 200 person team. On a personal level, early 2023 would be the year in which I turn 55, which would allow me to access a my 401k funds (in lieu of using SEPP).
Certainly recognize that a market drop is inevitable and we're using this time to also build up a cash cushion. All that being said, what I laid out is likely the longest time at work scenario and I'm wavering on giving up time for money.“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.”
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Originally posted by disneysteve View PostI didn't update our numbers last night so I don't have an exact figure but I think we're up 70-75K YTD. I'm good with that. Let's hope it continues.
I was way off in a good way. YTD our portfolio is up $95,938.15! I'm quite shocked by that number.Steve
* Despite the high cost of living, it remains very popular.
* Why should I pay for my daughter's education when she already knows everything?
* There are no shortcuts to anywhere worth going.
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Year to date my investments are up $135,000, although that includes $18,500 of contributions. Holy moly, that is more than my yearly gross income, not even mentioning it is multiples of my normal take home after taxes, investment contributions, insurance, etc.... Percentage-wise its about a 9% growth.
Last couple of years I got this type of growth over a year and thought it was crazy. Now I got it in a quarter. This is getting to be unbelievable money growth now.Don't torture yourself, thats what I'm here for.
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Originally posted by bennkar View PostLast couple of years I got this type of growth over a year and thought it was crazy. Now I got it in a quarter. This is getting to be unbelievable money growth now.Steve
* Despite the high cost of living, it remains very popular.
* Why should I pay for my daughter's education when she already knows everything?
* There are no shortcuts to anywhere worth going.
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Has anyone checked their numbers in the past day or two? I don't usually update that often but I've been doing some work on our portfolio and tweaking my spreadsheet so I've got up to date figures.
Wow! On 4/3, I reported that YTD we were up about $96,000. Today, just 13 days later, we're now up $141,000 for the year. That's insane. $45,000 gained in 13 days. It really makes you wonder how much higher it can go before things start turning the other way. I'm not a market timer by any means but it's hard not to get a little nervous when things are shooting up so rapidly.Steve
* Despite the high cost of living, it remains very popular.
* Why should I pay for my daughter's education when she already knows everything?
* There are no shortcuts to anywhere worth going.
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