2013 Net Worth Growth
Here are some updated charts on our net worth growth and investment portfolio with Yr2013 included:
Our financial freedom goal of $2million + our primary residence is getting closer to reality. If only we could have 4 more years in a row like 2013. Ofcourse if we did, inflation would be way higher than I expected.
2013 Investment Portfolio Return:
Note this is the first year I have ever taken out more than I have contributed to our investment portfolio (-$10,369.60). This is part of our re-balancing as I have increased our cash position to take advantage of future opportunities. We are still heavily invested in stocks overall. The VTI benchmark is calculated via the tracking of our own VTI investment in our portfolio to ensure return calculations are consistent.
5 Year Investment Portfolio Return vs VTI Benchmark:
I track our investment portfolio monthly and use those reports to estimate these returns. 2013 was a good year all the way around from a growth and return perspective. I also finally was able to beat my VTI benchmark return for the first time in 3 years. Still over the past 5 years I'm trailing just slightly. It is why I waffle so much on index investing vs my own investment approach. I recognize a key part for me to achieving financially freedom and more importantly maintaining that freedom is enhancing investment returns. However my track record still shows me I have more work to do and right now I'm just keeping up with the averages.
Related in Net Worth:
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