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My Financial Journey
Early Retirement
Start Year:

Blogger Bio

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

Well as much as the end result for this month was not very impressive, what happened during the month was actually pretty impressive. At one point this month I was down just under $100,000 from my month end total at the end of last month and ended up only having my nestegg be down $2k. The other impressive area was once again my individual stock performance which bested the market ...
Posted: Mar 03 2018 @ 8:07 PM
Holy cow. What a month. I am not even sure how this makes sense. At one point this month my nestegg was up over $100,000 and ended the month up just under $90,000. The market was up 5.62% this month, but my nestegg grew by almost 10.5% and my stock investments returned 16.17% beating the insanely large market returns by over 10.5%. I honestly would be pretty happy to thrilled ...
Posted: Feb 01 2018 @ 2:45 PM
Well something else interesting happened today. The value of one of my Netflix purchases exceeded 100 times my original purchase price back in 2007. I purchased 28 shares of Netflix for $19.72 back on June 22nd of 2007. Today after a previous 7 to 1 split I have 196 shares at a cost basis of $2.81 per share and today the stock price is north of $286 per share netting ...
Posted: Jan 29 2018 @ 7:44 PM
The run continues – another 100k milestone just 7 months after my last milestone and what’s even crazier to me is that my nestegg has increased in value more than $43,000 in just 8 trading days in 2018 with no contributions! The next milestone will be kind of a special one as I will officially reach the double comma club and at current trend/pace will potentially reach it quite a ...
Posted: Jan 11 2018 @ 5:30 PM
Well as with my portfolio in general I had some high flyers when it came to my individual stocks. I had 3 stocks more than double and 11 stocks outperform the market out of my 27 individual stocks. Overall it doesn’t take too many winners to wipe out a lot of losers and well I sure had a lot of big winners this year. Looking at this list I feel ...
Posted: Jan 06 2018 @ 3:34 PM
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. As I look at my holdings at year end one thing that ...
Posted: Jan 02 2018 @ 3:00 PM
Well 2017 sure was a banner year for my nestegg. It grew by over $187,000 this year and $156,000 of that were investment gains. It is very likely my portfolio brought in more wealth than our day to day jobs this year despite our incomes being at an all-time high as well. It was another banner year for the stock market and my investments outperformed the market which led to ...
Posted: Jan 01 2018 @ 3:25 PM
Another all time high for my nestegg and I honestly don’t know what else to say as this is a broken record every month. Big numbers keep getting bigger. Big numbers are fun. Taxable Account- $47,357.73 (+1.51%) Private Stock $63,100 (+0.00%) Traditional Rollover IRA – $27,847.19 (+11.92%) My Roth IRA – $190,958.18 (+3.56%) Wife Roth IRA – $118,368.95(+0.87%) Traditional 401k – $398,398.59 (+3.37%) Roth/Traditional % = 36.56% (tax free) Total ...
Posted: Dec 02 2017 @ 11:03 PM
Another month and another all-time high. Starting to sound like a broken record. My actual investment performance hasn’t been too hot the last few months, but I’ve still added $30,000 to my nestegg. I don’t anticipate the market to continue like it has, but I am currently 5 months ahead of the pace that I need to be to hit my $1M by age 40 goal Taxable Account- $46,653.20 (-2.20%) ...
Posted: Nov 01 2017 @ 6:40 PM
Not a great month for my investing performance, but another all-time new high for my retirement nestegg report. As I mentioned in my last report my wife is now working so not only do we have two incomes but she also has some sort of teacher retirement account that I will have to add to this report at some point. I believe we only get to see it’s value like ...
Posted: Oct 02 2017 @ 5:58 AM


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