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2023 portfolio results

December 30th, 2023 at 07:46 pm

Since the business year ended on 12/29 I was able to review my year-end numbers a couple of days early.

For the year, our portfolio was up $323,751.18.
That's a whole lot better than a year ago when we finished 2022 down $252,713.52.
It took 2 years to recover but we're now just above where we were on 12/31/21.
We're up 10.6% for the year.

2023 was the first full year I was per diem at work and was also the first year when we drew from our portfolio to support spending. We took out about $66,000 but I contributed about $9,000 to my 401k for a net withdrawal of about $57,000 which wasn't bad at all.

The plan is to work even less in 2024 and withdraw more from our portfolio.

I hope you all saw great growth in your portfolios in 2023 too. It was sure a heck of a lot better than 2022.

Happy New Year to all!

3 Responses to “2023 portfolio results”

  1. terri77 Says:
    1703967287

    Happy New Year! I see we had a similar dollar gain in 2023. Here’s hoping we continue to see positive growth in 2024!

  2. LivingAlmostLarge Says:
    1703991926

    Happy near year and great year financially!

  3. Dido Says:
    1704050927

    Congrats and Happy New Year! A profitable segue into retirement!

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