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New All Time High 2.833 million since retired, at 63 with pension.

YTD 32.71%, 12 months 31.38%, AA 87/13

Hi retire2022 -

Incredible return and you should be proud you have “enough” as Jack Bogle would say.

A simple portfolio of S&P 500, Vanguard Technology, and Apple stock did the job.

Others can learn much from this.

Best.
Tony

Tony a bit of adjustments were required

The above were numbers from Morningstar which was updated turned out to be as follows

AAPL 48.91%
VOO 26.32%
VGT 52.65%
cash 13%, Assets 87%

one year performance (M*) 33.11%

In Vanguard YTD has been reset to zero, One year is 34.20% or gain of 697,501, that said numbers were close and good enough.

Portfolio is at 2.8 million

Hi Retire2022 -

You should be proud as you are a role model for other Bogleheads who are planning to one day successfully transition to retirement.

It can be done!

Hope you are well.
Tony

Thanks Tony, I would not say I am a role model as most folks here are risk averse.

Here are my updated numbers $3,325,903.74

AAPL 15.62%
VOO 27.08 %
VGT 36.86%
cash 6%, and equity assets at 94%

one year performance is 27.75%, YTD is 18.51%

Statistics: Posted by angelescrest — Fri Jul 12, 2024 10:12 am — Replies 3819 — Views 613435