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How to Build Wealth: Reviewing Our Nearly $1.4 Million in Investments
While we aren’t quite there yet, my wife and I took a step back to review our investment portfolio performance over the last 12 months. It was intriguing to see the progress. While the day-to-day news cycled through inflation fears, tariffs, market pullbacks, and even a Middle Eastern conflict, we stayed invested. It was a crash course in discipline, risk tolerance, and sometimes buying the dip while it kept dipping. In the end, our investment portfolio grew from $948,927.51 (April 1, 2025) to $1,398,505.46 (April 9, 2026). That’s a cash value increase of +$449,577.95 or +47.38%. That number is phenomenal, and the growth is solid. Being honest, too much growth…
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Another Great Year for Investors, All Things Considered
Just a couple trying to retire with $5M invested assets.
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We hit $2 Million in September! We made it!
September 2025 cemented our climb to multi-millionaire status.
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Understanding The Time Value of Building Real Wealth
Investment thunderstorms, repairs and setting goals. Building wealth has never been harder but we can make it through.
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+$227k Reasons to Do a Mid-Year Financial Review
Recap. The stock market tumbled on March 2020 but rebounded by the end. It rallied through 2022, and took a nasty dive due to inflationary fears. But we rebounded through 2024. Q1 2025 was a disaster then Q2 came roaring back. You really can't time the market. Just keep buying as needed.
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When is the Best Time to Invest? Might be in May.
Hooray we all made it through May with flying colors on the road to $1,250,000 investment portfolio. Just six months left to reach your Financial Goals.
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Tracking our Investment Portfolio from Zero to $4 Million
When it comes to building an investment portfolio, start where you are. Better yet, start right now.
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How will you invest in 2025. Could S&P 500 soar to +7,250?
Below are the newest 2025 stock market S&P 500 price forecasts, ranging from 6,400 to 7,000. This implies a return of +5% or +15% from the December 5, 2024, adjusted close of 6,075. We pulled through the cocaine bear market low (of 3,577 in October 2022). Clawed back victory on the back of 2023. Thank God, we survived the US Elections of 2024. We are now riding the irrational fumes of a Dark MAGA Bull Cycle. To make matters worse, Sports betting and Bitcoins are in vogue. Beware the finance bros with less than 0.00244 Bitcoin (BTC). They are up 40% and are over the moon for +$400 gains (pre-tax).…
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Stock Market to Perform better after the Fed Rate Cuts?
Since 2019, the stock market has performed exceptionally, with a 95% gain or an average of 19% annually by 2024. Despite prior downturns, economists predict a new bull supercycle, offering investment opportunities. Staying aware of market trends and adopting a smart investment strategy is crucial for wealth growth amidst economic volatility.
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Our Net Worth Performance Was Great Until Bloody September!
The post outlines a tumultuous financial year marked by inflation, depleted savings, and high expenses. Despite challenges, there were job transitions and a move to Florida with relocation costs. It discusses the importance of financial strategies like dollar-cost-averaging, reduced monthly expenses, increased investments, and emergency funds. The net worth rebounded in September, emphasizing resilience and long-term goals, including home renovations and a new savings plan. Financial literacy and adapting to changes are key themes for achieving stability and growth.
