Happy New Year to all!
I'm spending some of my New Year's Eve downloading year-end numbers for our portfolio. My goal was to end the year with $3.3 million and we just made it with a final total of $3,302,333.14.
That represents an increase of $1,677,361.02 for the year. Of course, the bulk of that came from the inheritance I received when my cousin died, but he "only" left me about $1.2 M. The rest is from growth of our existing holdings and the growth on that money once it became mine.
I'm certainly happy with that, but it could have been more except that $551,000 is still tied up in the estate account earning nothing. All of the paperwork has been filed to release it - over two months ago actually - but the court hasn't gotten around to it yet. Hopefully sometime early in 2022 that money will come into my control and I can start putting it to work for us.
Our year-end asset allocation is still overly conservative, thrown off by that 551K sitting in cash. We are now at:
I haven't started to analyze performance yet. I just know that 7 of our holdings ended the year at or near their 52-week high and 4 ended at or near their 52-week low. The rest fell somewhere in between. Not too bad overall.
I hope everyone had a successful 2021 and I wish you all a happy, healthy, and prosperous 2022.