I lost $2 million dollars
Well every goal I set for myself on this blog I not only met, but in many cases vastly over achieved. As you can see from my last post I brought up that I made the comment in my 2018 report that My …
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I lost $1 million dollars
Well this is another goal of mine which sounds counterintuitive, but in my October 2018 Retirement Nestegg Report I was commenting about how losing $100k in a month was a non event for me and then …
Read MoreInvestment Holdings January 2022
In annual tradition I list all of my investment holdings. These do not change much during the year and I am really not contributing too much to my retirement accounts anymore and I rarely sell. That …
Read MoreRetirement Nestegg Report February 2021
Fidelity Taxable - $6,269.64(+1.91%) Taxable Account- $321,579.08(-11.96%) Private Stock $90,000(+9.10%) Traditional Rollover IRA - $119,508.74(+4.05%) My Roth IRA – $994,281.98(-7.54%) Wife Roth IRA …
Read MoreRetirement Nestegg Report January 2021
Fidelity Taxable - $6,151.99(+2.09%) Taxable Account- $365,281.89(+10.11%) Private Stock $82,500(+0.00%) Traditional Rollover IRA - $114,856.07(-1.13%) My Roth IRA – $1,075,403.21(+6.39%) Wife Roth …
Read MoreEarly Retirement Congratulations
This morning I got great news that a very close friend of mine just put in his retirement resignation at the ripe age of 42. My friend Berny and I have worked together for many years across multiple …
Read MoreRetirement Nestegg Report December 2020
Oof. Wow what a year. I don’t even know how to put into words how crazy this year was. Obviously everything going on with a global pandemic and all of the horrible things that everyone has had …
Read MoreMy All Time Investment Performance January 2021
Another post that I am not sure what to make of the numbers. I’ve always had a smaller percentage of my retirement nestegg allocated to individual stocks. I know that individual stocks are …
Read MoreMy best and worst stocks in 2020
In annual tradition I will list my best and worst individual stock performers for 2020. As you can see from the list below which I cut off at only stocks that I have owned that have doubled for me it …
Read MoreInvestment Holdings January 2021
TSLA 34.07% VPMAX 12.34% VIIIX 12.11% SHOP 8.22% NFLX 5.97% AMZN 5.79% WOLFRIVER 2.99% CRWD 2.84% AAPL 2.57% CMG 2.27% DDOG 1.65% NET 1.59% SBUX 1.58% COUP 0.62% OKTA 0.60% TDOC 0.54% FUBO 0.51% TWLO …
Read MoreMyFinancialJourney.com - 15 years later
I know I’ve done a few retrospective blog posts recently, but 15 years ago today I created this site and wrote my first couple blog posts. At the time I was a young kid with grand plans for the …
Read MoreRetirement Nestegg Report November 2020
Well another all time record high for our nestegg and near all-time high for gains and percentage. It’s bonkers that a gain of $430k and 21% in a single month is not an all-time record, but no …
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