At the end of last year, I set some goals for 2025. They were: So how can I track my progress towards those goals? ChatGPT gives me the following things I should have as a dashboard: What is my YTD Return? 6.76% so far in 2025. What is YTD Inflation? Inflation in the US is…
Do I need to revise my goals every year? I don’t know. Maybe I should think about them. When I started this blog in 2022, I had a lot of cash. So, my main goal in 2022 was to get “fully invested.” I also wanted to grow my investments to match my business income, which…
Six months ago, I wrote my goals for 2023. So, how do I stack up against those goals? Goal #1: Being Fully and Efficiently Invested I think I made it! I am currently sitting at around 15% cash. Now we’re coming up on tax season again, and it’s nice to have some cash sitting around. I…
In the last post, I reviewed my goals from a year ago when starting this website. 2022 Goals How Did 2022 Go? The stock market is (has been) quite a roller coaster ride. In one year, it has fluctuated from -8% to +10%. The graph below has five distinct “highs” and four distinct “lows” in…
Exactly a year ago, I wrote my goals for 2022. And some other goals from that post were: So how do I stack up against those goals? Goal #1: Being Fully and Efficiently Invested This has been a struggle. But I am pretty happy with where I am. I am about 75% invested, with 25%…
When I started this blog, I had several long-term goals. They were around reducing my uninvested cash and returning me a reasonable rate of return. This has been a tough year for investing in the stock or bond markets. The worst on record for the bond market and a rocky year for stocks too. A…
My cash increased yesterday because I got paid. I haven’t deployed any additional funds to the market since I wrote about my goals last week. Fortunately, I continue to get paid during that time, so the money will grow until I do something about it. The stock market has been falling, so I’ve been slow…
One of my goals, as mentioned in the last post, is to get to a point where I am always fully and efficiently invested. This means keeping only a minimal amount of cash on hand. I’m going to exclude from the calculation cash that is needed in the short-term such as for taxes. I’m only…
I realize that we’re one-third of the way through 2022, but it’s time to sit down and write some end-of-year goals. I’ll also list my 3-year and 5-year goals for my portfolio. How should I think about my investment goals? One thing I have struggled with, over my life really, is having investment goals. There…
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