My Personal Finance Journey

Personal finance observation, musing and decisions in a journey toward financial independence by 2020 with at least $3 million.


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Monthly Update - February 2010 ($1,146,646, +$19,373)

Contributed by mm | March 5, 2011 6:57 PM PST

6398-networth.jpgThe first month of Chinese Year of Rabbit is rather uneventful. Thanks to the steady climb of the stock market, our portfolio also received a nice lift. Our net worth grew almost $20,000 in the month to $1,146,646.

Year 2011 Goal and the Journey to $3M

We are establishing our 2011 year-end net worth goal at $1,270,000. This represents about $147K or 13% year-over-year increase. We hope we can save up to $90K from our take-home pay, and our investment portfolio can have a modest 5% return.

Assuming we can consistently increasing our annual savings by 3% from the 2011 base of $90k, and over the next decade, we can count on an average of 5% investment return, we will hit our goal of $3M net worth by 2020.

What's Ahead

- Tax season is starting now. Need to devote some good hours to tax filing.
- We are planning a trip to Seattle and Chicago in late-April and early May. We've never been to Chicago and near-by states so we are expecting the trip.

Balance Sheet

6416-networth.jpg

Notes: Asset Classification in Balance Sheet

- Domestic Equity: Including stocks traded in the US stock market (BRK.B and JNJ) and mutual funds and ETFs with a focus of domestic equity (SDY, DODGX and FCNTX)
- Foreign Equity: Including various mutual funds targeting foreign equity (DODFX, JAOSX and PRMSX) and a handful of mutual funds in the China stock market.
- Fixed Income: Mutual funds and ETFs on fixed income vehicles. Most of our fixed income holdings are floating rate bonds funds (FFRHX and PPR) and mortgage REIT (NLY). LSBRX and LSGLX provide coverage for regular fixed income issues.
- Real Assets: A variety of funds of different underlying assets, including commodities (VGENX, PRNEX and DJP), gold/mining (USAGX), MLP (AMJ) and TIPS (VIPSX).
- Other Investments: Including some hedging positions.

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