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Going beyond $2.6 million in September to Close Out 2026
September 2026 cemented our climb to nearly multi-millionaire investment portfolio status.
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The Power of Time Valued Wealth
Investment repairs and setting goals. Building wealth has never been harder but we can make it through.
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We are up $340k! Best Time to Invest may have been 45 days ago.
Hooray we all made it through another May on the road to $1,750,000 investment portfolio. The year is flying.
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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.

























