Mid-Year Financial Check In

[srblanco7]

Close of Q3/24 update. Investable assets uUp 17.6% YTD. Current AA 72%/28.

Since there's nowhere else I can share this info (other than with DW of course), for the first time ever, YTD gains are in excess of $1M.

[disneysteve]

Close of Q3/24 update. Investable assets uUp 17.6% YTD. Current AA 72%/28.

Since there's nowhere else I can share this info (other than with DW of course), for the first time ever, YTD gains are in excess of $1M.

That’s amazing! Congrats.

We’re up right around $500,000 YTD which is wild to me. Especially since I’m retired and we are now drawing from
our portfolio to live. If I was still working, we’d be up probably 600K or more.

[EasyMoney00]

Missed the mid year check in but year to date we're up approx $480k. We're both 40 and plan on working another 10 years. If the market behaves itself we'll call it quits then. Maybe sooner. 10 years seems like a long time.

[srblanco7]

That’s amazing! Congrats.

We’re up right around $500,000 YTD which is wild to me. Especially since I’m retired and we are now drawing from
our portfolio to live. If I was still working, we’d be up probably 600K or more.

Thanks DS and congrats - those are amazing net returns. As they say, the best thing that money can buy you is freedom.