January 2012 Investment Comparison Report (-0.88%)

Feb 20, 2012 @ 12:27 pm by EMS

We trailed our index, VTI by .88 points in January.  Our next stock purchase will likely be in March and I’m kind of hoping for a slight downward adjustment in the markets before that happens.

January 2012 Net Worth Report (+$11,939)

Feb 01, 2012 @ 09:52 am by EMS

The first month of 2012 was definitely a success.  With the stock market up a good bit, we managed to pump out nearly $12,000 in net worth increase.  We also payed down about $1,300 on our mortgage, which means that the balance is now down lower than what it had been before our refinance a few months ago

I’m hoping to cross the $300K line in February, as we expect to receive our IRS return.  The majority of this money will be spent to again pay down the home mortgage – I’m laser-focused on getting that mortgage note payoff date down to 2036 so that we can get back to the timeframe of our original 30-year mortgage.



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