Progress Update – 1/22/17

If you’re new to, Welcome!  It’s now been 5 months since The Revelation, deciding on The Mission, and starting this site.  We post regularly about the journey, personal finance, and miscellaneous musings in the Posts section.

This month we were up again but are still short of our net worth goal for the month even though as the major US indices have set all time highs.  Our 401k contributions are up and going again so we did contribute to retirement some this period.

Retirement Portfolio as of 1/22/17 – $1,618,416 – up $41,171

Our monthly change outpaces the S&P 500 index this month.  We gained 2.46% vs .45% for the S&P 500.

Emerging markets, which had been holding us back over the last few months were the big gainers this month.

Caught up a smidge again this month.  I think it’s likely that we won’t be able to get back on track until early next year.  In February we’ll get our annual bonuses.  They aren’t huge but those combined with pre-tax investments in our 401k plans will result in a quick tick up.

Charted – This is not a very interesting chart, but show’s we are a little below goal.  Maybe in a year or 2 it will demonstrate some superb progress.

Still nothing big to report.  We continue to keep an eye on specific areas where we have the most ability to move the needle.  For us those are food and alcohol.  They’re keeping in line with what we’ve budgeted. I’ll dive deeper into our adventures in budgeting in future posts. That’s all for now, see you next month.

Net Worth – $1,874,551
The change in net worth follows the change in our investment portfolio.  Nothing exciting otherwise.

Happy New Year!!  Many more posts on the way now that the hectic holiday season is over.

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