Home > Portfolio milestone - $3.2 million

Portfolio milestone - $3.2 million

September 4th, 2021 at 02:07 pm

As of close of business yesterday, our portfolio now stands at just over $3,200,000.

I thought we might hit that by the end of the year and here we are at that mark almost 4 months before that. The market performance has been wild. I know it can't continue but it's sure a great ride while it lasts.

I've gotten our AA up to 56% stock as it had gotten really low due to the inheritance. My target is 60-65% stock so we're close. I may just leave things be for now as in another month or so, I'll be getting the money currently locked up in the estate account and will need to deploy that.

9 Responses to “Portfolio milestone - $3.2 million”

  1. Dido Says:

    Congrats on hitting your milestone early. I agree, the market ride has been wild, but when it goes higher, you still end up with more after a drop, especially if you have a reasonable asset allocation.

  2. disneysteve Says:

    Yeah, as I figure it, $3 million is enough for me to retire but if we can get it up to $3.5 million before I actually stop working, that gives us a cushion to help when the inevitable drop occurs.

  3. rob62521 Says:

    That's wonderful! Anything over and above the 3 million mark is golden, that's for sure!

  4. mumof2 Says:

    congrats that is awesome

  5. LuckyRobin Says:

    That's great. I'm sure it provides a lot of feelings of security for your future. Are you going to actually retire early? Won't you get bored?

  6. disneysteve Says:

    "Are you going to actually retire early? Won't you get bored?"

    Yes, I am actually going to retire early. I gave notice last month to drop to part time. That will start by December 1. I don't have a confirmed date yet but by contract it has to be by then. Then assuming all is well, I'll give notice in August 2022 to switch to per diem by the end of the year. If I find that I'm no happier working part time, I may make that change sooner.

    Will I be bored? NO! Absolutely not. I have plenty of things to do to keep me busy. There are so many things that I defer now because I have neither the time nor the energy to do them. I plan to ramp up my ebay sales as part of our ongoing effort to get rid of clutter. I have a garage full of stuff to deal with including about a dozen cartons of stuff I brought back from my cousin's house. DW and I will travel more, both short trips and longer ones. I want to do more home cooking, something we've really gotten away from because of the whole time/energy thing. Yardwork. Housework. Plenty to keep me active for as long as I'm able to do it.

  7. LivingAlmostLarge Says:

    done! Congrats!

  8. terri77 Says:

    Congratulations! That’s a huge milestone. I hope to get there before I retire.

  9. LuckyRobin Says:

    Oh, that's great. Sounds like you have an active and exciting future planned for you and your wife. My husband has always told me he would be so bored if he retired early. Not that we can, but he loves his job so much. That's probably the difference though. If you don't love your job, and you are secure, there's no point in staying for longer than you have to.

Leave a Reply

(Note: If you were logged in, we could automatically fill in these fields for you.)
Will not be published.

* Please spell out the number 4.  [ Why? ]

vB Code: You can use these tags: [b] [i] [u] [url] [email]