![]() One more chart of year-end balance sheet comparison: As long as we continuously feed more savings into our portfolio, and we prudently invest by taking measured risks, our long-term financial security can be expected. But we have been taking a long-term view toward investment and retirement planning. The original planning, of course, assumes a 5% return from our investment, which didn't happen. Still, we saved our way toward a year-end net worth tally of $1,212,450 with an annual increase of $90,083, or 8.0%.Īnd another view of our annual net worth changes - it is a much choppier ride as we managed thru the financial market ups and downs in recent years.Īdmittedly, we missed our original 2011 net worth goal of $1.27M by a handsome margin. What it means for our household financial life is that while we had our fair share of the rollercoaster financial ride of the year, we barely received any return from our $1M-strong investment portfolio at year end (but fortunately we didn't lose either). ![]() What a coincidence! S&P 500 ended the year of 2011 within 0.01% of where it was at the beginning of the year.
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