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My Financial Journey
Early Retirement
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Net worth:
Wisconsin, United States
Life stage:
SIK (Single Income, Kids)
IT / Management
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Latest Blog Posts

Well still not in the same month, but just 21 days after my last 100k milestone report our nestegg cracked through the 1.4M milestone. In fact my nestegg grew by over $61,000 since yesterday’s month end report. The market was actually down over both my last two milestone reports, but my nestegg has now put on over $200,000 in less than 2 months while the market is down about 5% ...
Posted: Feb 04 2020 @ 10:49 AM
Well a flat and slightly down month for the market to kick of 2020 and my retirement nestegg had its best performance in history. It increased by over $105,000 and my investments crushed the market. Most of this can be explained away by the performance of Tesla stock over the last month, but a number of my other individual stocks have also had very nice performance. This has me starting ...
Posted: Feb 02 2020 @ 1:34 PM
Well it wasn’t in the same month, but we’ve actually hit our next $100k milestone in less than a month since we hit the last one. On Dec 16th we hit $1.2M for the first time and now just 28 days later we have hit $1.3M. What’s even more impressive is the market is up about 2% during that time but our nestegg grew over 8% due to some very ...
Posted: Jan 13 2020 @ 12:16 PM
Well I have been investing for 14 full years now and must say I’m very happy with the performance of my individual stocks. I think most of this has been luck as I’ve owned some of the best stocks of the last 20 years (Netflix, Amazon, etc), but also think I can take a tiny bit of credit of having some foresight on those companies and not buying into the ...
Posted: Jan 04 2020 @ 9:30 AM
I actually only had 10 stocks beat the market this year and 12 stocks that trailed the market, yet my overall individual stock performance almost bested the market by over 10% points for 2019 Shopify led the way with a banner year almost tripling in value in 2019 and has now grown to become my 3rd largest individual holding. Chipotle made the list for a 2nd year in a row ...
Posted: Jan 03 2020 @ 9:54 AM
In annual tradition I will list all of my current investments. These really do not change significantly from year to year as I don’t do a lot of buying and selling and well now as my portfolio has grown so big the amount of money I am putting in towards new investments tends to be sort of insignificant. Not really too much to add over last years analysis as my ...
Posted: Jan 02 2020 @ 10:38 AM
Well the conclusion to a stellar year for my retirement nestegg. It increased in value by over $317,500 in 2019, which is absolutely mind boggling. Granted it was a great year for the market overall and somewhat of an anomaly, but the fact that I had to do zero work or use any brain power and we got $300,000 richer in a year is sort of bonkers. The stock market ...
Posted: Jan 01 2020 @ 2:45 PM
Another neat milestone is that our estimated retirement income today has now surpassed $50,000 per year using the 4% rule. For those of you that don’t know the 4% rule it is based off of a bunch of studies of what would be an absolutely safe withdrawal rate from a diversified stock & bond portfolio that would survive even the worst downturns (retiring the day before the great depression) and ...
Posted: Dec 26 2019 @ 12:10 PM
Well it took 8 months to hit my next 100k milestone this time, but today my retirement nestegg hit a valuation of $1.2M. Despite the really good market performance my nestegg has actually grown slower the last two milestones than it did the previous 4 milestones. I actually went ahead and added a new column to my table to track the time between milestones. Part of this is probably because ...
Posted: Dec 16 2019 @ 12:38 PM
Another all-time high for my retirement nestegg and creeping up on the next 100k mile stone and also getting close to having $50k in forever retirement income which is another cool milestone. Taxable Account- $61,881.46(+3.68%) Private Stock $72,000 (+0.00%) Traditional Rollover IRA – $42,332.64(+1.14%) My Roth IRA – $282,435.80(+3.51%) Wife Roth IRA – $180,800.01(+2.72%) Wife 401k – $4,618.79(+3.43%) Traditional 401k – $537,941.57(+3.94%) Roth/Traditional % = 39.19% (tax free) Total Retirement ...
Posted: Dec 01 2019 @ 2:54 PM


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