Net Worth Comparison

Target2017's Profile

Currency
United States Dollar - USD
Date Joined
11/27/2014
Salary Range
0 - 9,999
Occupation
Retired
Age Range
50-54
Cost Of Living
High Cost Of Living (HCOL)
About Me
[6-23] Portfolio was down 27% in 2022, so we cut back the spending level.
[10-12-21] Retired in 2021
[10/20/17] update with some old data put back now that the site fixed the graph issue. Looking back over the years, I figured that I'm basically getting an 8% return coupled with saving 8K to 10K of my income every month.
[5/26/17] set a preliminary date for early retirement in 26 months.
[4/5/17] not updated for over a year since I have to tracking with Personal Capital lately, this is still good place for comparisons.
Married for 12 years, no kid. I started working in 1997, saved about 100k in IRA, then I was trading too much and that account went to maybe 30k. In 2003, due to some difficult time at my place of work, we were down to about less than $100 in savings besides my IRA. That's when I started a freedom fund saving for rainy days. Did that for the next 4 years before started invest again. Much more buy and hold. [2017 goal met but I decide to keep going since work is still fun and maybe we will target early retirement instead of a year off ]


Why I Joined
It is very insightful comparing with others and try to figure out where I fell short. Prior to joining NS, I was with networthIQ but they stopped maintaining it. I'm very happy I've found a new community.
Best Financial Decision
Kept on investing, save for freedom fund using INGDIRECT (aka 360); Living on budget using one paycheck only, save spouse's paycheck for the future.
Worst Financial Decision
trade too frequently
Current Investing Strategy
Starts to invest some of the cash we have (Spouse was very conservative, little too conservative for our age) into S&P 500 index fund (VOO) and Muni fund (HYD). Rest of the portifolio is in stocks.
For the retirement account, I'm moving most to lowest cost index funds and let it grow for the next 20 or so years while I max out on the contribution each year.
How do you manage your finances?
Paper and google,
What tools do you use?
YNAB (added in 2021) excel (removed Mint and Personal Capital)
I need financial help with...
Bond and others area of investment
Favorite Authors
reading all kind of books
Last Login
9/10/2024
Budget
View Budget
Net Worth Entries
All values shown in USD ($)
2024 - September $8,655,138 $601,930 $8,053,208
2024 - August $8,655,138 $601,930 $8,053,208
2024 - July $8,352,600 $603,250 $7,749,350
2024 - June $8,325,000 $604,500 $7,720,500
2024 - May $8,119,800 $605,800 $7,514,000
2024 - April $8,059,207 $608,389 $7,450,818
2024 - March $8,059,207 $608,389 $7,450,818
2024 - February $7,737,500 $609,805 $7,127,695
2024 - January $7,539,000 $611,000 $6,928,000
2023 - December $7,492,700 $612,300 $6,880,400
2023 - November $7,298,300 $613,600 $6,684,700
2023 - October $7,024,300 $615,000 $6,409,300
2023 - September $7,274,300 $616,200 $6,658,100
2023 - August $7,262,000 $617,600 $6,644,400
2023 - July $7,342,000 $618,858 $6,723,142
2023 - June $7,228,000 $620,132 $6,607,868
2023 - May $6,963,700 $621,386 $6,342,314
2023 - April $6,942,100 $622,670 $6,319,430
2023 - March $6,868,700 $623,952 $6,244,748
2023 - February $6,733,300 $625,230 $6,108,070
2023 - January $6,658,200 $626,500 $6,031,700
2022 - December $6,335,000 $627,759 $5,707,241
2022 - November $6,872,175 $629,028 $6,243,147
2022 - October $6,687,547 $630,500 $6,057,047
2022 - September $6,823,000 $631,294 $6,191,706
2022 - August $6,823,000 $632,794 $6,190,206
2022 - July $6,745,432 $634,043 $6,111,389
2022 - June $6,531,657 $634,043 $5,897,614
2022 - May $6,906,002 $637,774 $6,268,228
2022 - April $6,906,002 $637,774 $6,268,228
2022 - February $7,061,782 $642,730 $6,419,052
2022 - January $7,061,782 $642,730 $6,419,052
2021 - December $7,139,699 $647,537 $6,492,162
2021 - November $7,002,342 $648,737 $6,353,605
2021 - October $6,892,858 $649,961 $6,242,897
2021 - September $6,674,648 $651,631 $6,023,017
2021 - August $6,509,000 $653,513 $5,855,487
2021 - May $6,184,272 $660,217 $5,524,055
2021 - April $6,186,565 $662,756 $5,523,809
2021 - March $6,014,298 $665,128 $5,349,170
2021 - February $5,607,400 $666,928 $4,940,472
2021 - January $5,475,361 $670,080 $4,805,281
2020 - December $5,339,500 $671,840 $4,667,660
2020 - November $5,098,000 $672,500 $4,425,500
2020 - October $4,680,000 $673,300 $4,006,700
2020 - September $5,029,000 $674,900 $4,354,100
2020 - August $4,890,000 $676,864 $4,213,136
2020 - July $4,310,400 $681,200 $3,629,200
2020 - June $4,287,400 $682,800 $3,604,600
2020 - May $4,150,400 $685,500 $3,464,900
2020 - April $4,097,400 $688,000 $3,409,400
2020 - March $4,357,400 $690,177 $3,667,223
2020 - February $4,657,400 $692,177 $3,965,223
2020 - January $4,630,848 $692,177 $3,938,671
2019 - December $4,573,700 $696,543 $3,877,157
2019 - November $4,498,285 $697,199 $3,801,086
2019 - October $4,233,531 $698,650 $3,534,881
2019 - September $4,176,807 $702,941 $3,473,866
2019 - August $4,069,162 $705,000 $3,364,162
2019 - July $4,143,351 $707,148 $3,436,203
2019 - June $4,109,954 $707,148 $3,402,806
2019 - May $4,097,652 $710,960 $3,386,692
2019 - April $4,083,006 $710,960 $3,372,046
2019 - March $3,999,000 $689,000 $3,310,000
2018 - November $3,958,101 $706,651 $3,251,450
2018 - October $4,027,006 $710,651 $3,316,355
2018 - September $4,089,006 $711,651 $3,377,355
2018 - August $4,088,906 $714,000 $3,374,906
2018 - July $3,976,546 $711,508 $3,265,038
2018 - June $3,932,527 $712,239 $3,220,288
2018 - May $3,957,894 $716,560 $3,241,334
2018 - April $3,894,442 $713,760 $3,180,682
2018 - March $3,852,706 $715,133 $3,137,573
2018 - February $3,950,406 $716,940 $3,233,466
2018 - January $3,976,750 $718,640 $3,258,110
2017 - December $3,915,848 $730,430 $3,185,418
2017 - November $3,878,102 $724,730 $3,153,372
2017 - October $3,844,280 $727,700 $3,116,580
2017 - September $3,797,093 $728,500 $3,068,593
2017 - August $3,779,445 $731,900 $3,047,545
2017 - July $3,733,717 $723,000 $3,010,717
2017 - June $3,771,034 $728,300 $3,042,734
2017 - May $3,749,381 $730,000 $3,019,381
2017 - April $3,707,000 $729,000 $2,978,000
2016 - March $3,466,385 $740,000 $2,726,385
2015 - August $3,551,152 $754,167 $2,796,985
2015 - July $3,551,152 $754,167 $2,796,985
2015 - June $3,544,771 $760,667 $2,784,104
2015 - May $3,519,328 $760,928 $2,758,400
2015 - April $3,463,063 $760,600 $2,702,463
2015 - March $3,479,272 $787,000 $2,692,272
2015 - February $3,429,230 $794,800 $2,634,430
2015 - January $3,410,534 $762,614 $2,647,920
2014 - December $3,368,933 $764,614 $2,604,319
2014 - November $3,417,110 $759,914 $2,657,196
2014 - October $3,251,983 $761,600 $2,490,383
2014 - September $3,155,832 $763,600 $2,392,232
2014 - August $3,151,800 $763,600 $2,388,200
2014 - July $3,123,800 $764,800 $2,359,000
2014 - June $3,074,118 $766,000 $2,308,118
2014 - May $3,045,460 $767,000 $2,278,460
2014 - April $3,046,460 $768,000 $2,278,460
2014 - February $3,171,000 $770,000 $2,401,000
2014 - January $3,149,000 $773,256 $2,375,744
2013 - June $3,213,000 $780,000 $2,433,000
2012 - December $2,169,724 $386,300 $1,783,424
2012 - November $1,741,000 $387,000 $1,354,000
2012 - October $1,875,000 $387,000 $1,488,000
2012 - September $1,765,000 $387,000 $1,378,000
2012 - August $1,717,000 $387,000 $1,330,000
2012 - July $1,649,000 $387,000 $1,262,000
2012 - June $1,611,000 $387,000 $1,224,000
2012 - May $1,437,000 $387,000 $1,050,000
2012 - April $1,419,000 $387,000 $1,032,000
2012 - March $1,500,000 $387,000 $1,113,000
2012 - February $1,382,000 $387,000 $995,000
2012 - January $1,344,000 $387,000 $957,000
2011 - December $1,521,000 $387,000 $1,134,000
2011 - November $1,650,000 $387,000 $1,263,000
2011 - October $1,720,000 $387,000 $1,333,000
2011 - September $1,424,000 $387,000 $1,037,000
2011 - August $1,412,000 $387,000 $1,025,000
2011 - July $1,310,000 $387,000 $923,000
2011 - June $1,341,000 $387,000 $954,000
2011 - May $1,448,000 $387,000 $1,061,000
2011 - April $1,519,000 $387,000 $1,132,000
2011 - March $1,326,000 $387,000 $939,000
2011 - February $1,380,000 $387,000 $993,000
2011 - January $1,429,000 $387,000 $1,042,000
2010 - December $1,367,000 $387,000 $980,000
2010 - November $1,274,000 $387,000 $887,000
2010 - October $1,194,000 $387,000 $807,000
2010 - September $1,114,000 $387,000 $727,000
2010 - August $1,087,000 $387,000 $700,000
2010 - July $1,014,000 $387,000 $627,000
2010 - June $974,000 $387,000 $587,000
2010 - May $849,000 $387,000 $462,000
2010 - April $868,442 $387,000 $481,442
2010 - March $827,000 $387,000 $440,000
2010 - February $833,000 $387,000 $446,000
2010 - January $810,000 $387,000 $423,000
2009 - December $791,000 $387,000 $404,000
2009 - November $780,000 $387,000 $393,000
2009 - October $788,000 $387,000 $401,000
2009 - September $776,000 $387,000 $389,000
2009 - August $761,000 $387,000 $374,000
2009 - July $737,000 $387,000 $350,000
2009 - June $731,000 $387,000 $344,000
2009 - May $730,000 $387,000 $343,000
2009 - April $724,000 $387,000 $337,000
2008 - January $266,000 $0 $266,000
2007 - January $229,000 $0 $229,000
2006 - January $177,000 $0 $177,000
2005 - January $148,000 $0 $148,000
2004 - January $109,000 $0 $109,000
2003 - January $69,000 $0 $69,000