By The Numbers
Comparison By Age
$4,950
$3,163,607
Comparison By Occupation
$4,950
$5,616,600
Comparison By Education
($158,649)
$6,637,900
Comparison By Salary
($75,726)
$5,601,211

narwal's Profile

Date Joined
1/31/2016
Salary Range
150,000 - 199,999
Occupation
Retired
Age Range
60-64
About Me
"retired" but still working part time
Why I Joined
So I was using Networth IQ for the past several years but they seemed to have shut down and do not allow for new entries
Best Financial Decision
Buying a house; Investing in retirement accounts; getting a job with retirement benefits
Worst Financial Decision
Some losses early on investing in individual stocks. Did better with no load mutual funds
Current Investing Strategy
I am about 40% into equities the rest mostly bonds
How do you manage your finances?
It's mostly on autopilot with a conservative asset allocation
What tools do you use?
I use the Financial Engines tool through my Vanguard account.
I need financial help with...
Finding the best way to invest the non equity portion of my portfolio. I have muni Funds, short term bond funds, etc but looking for suggestions
Favorite Authors
Jane Bryant Quinn was helpful when I was first learning about investing.
Last Login
11/15/2017
Net Worth Entries
2017 - November $3,163,607 $0 $3,163,607
2017 - October $3,159,363 $0 $3,159,363
2017 - September $3,152,690 $0 $3,152,690
2017 - August $3,138,483 $0 $3,138,483
2017 - July $3,141,822 $0 $3,141,822
2017 - June $3,129,181 $0 $3,129,181
2017 - May $3,117,190 $0 $3,117,190
2017 - April $3,111,190 $0 $3,111,190
2017 - March $3,088,190 $0 $3,088,190
2017 - February $3,089,776 $0 $3,089,776
2016 - July $3,006,000 $0 $3,006,000
2016 - January $2,919,132 $0 $2,919,132
2015 - January $2,984,000 $0 $2,984,000
2014 - January $2,953,000 $0 $2,953,000
2013 - January $2,775,000 $0 $2,775,000
2012 - January $2,681,000 $0 $2,681,000
2011 - January $2,592,000 $0 $2,592,000
2010 - January $2,526,000 $0 $2,526,000
2009 - January $2,491,000 $0 $2,491,000
2008 - January $2,287,000 $0 $2,287,000
2007 - September $2,627,000 $0 $2,627,000