I rarely talk straight percentages since to me only dollars matter, not percentages. Since we only do index funds, Beardstown style makes better sense. For 2024 our investments were up right at 12 times (yes, yes, I know, that’s 1200%) what we spent for the year. Still working. 2023 was about seven times. Darn good two year run.
Now that we have glided down to 65% equities from around 90% in 2024, I anticipate way “worse” reporting in a year, especially since I plan to retire in a couple months.
Now that we have glided down to 65% equities from around 90% in 2024, I anticipate way “worse” reporting in a year, especially since I plan to retire in a couple months.
Statistics: Posted by Silverado — Fri Jan 03, 2025 3:58 pm — Replies 5512 — Views 1010487