Portfolio and Net Worth Update December 2017

The time has come for my monthly portfolio update. At the end of every month, I will update my portfolio and comment on any changes. I do that for accountability and also so you may glean some ideas on how I allocate my capital. You have the opportunity to learn from what I do well so you can do the same, as well as what I do poorly, so you will not have to repeat my mistakes.

Follow my real-time portfolio here. Below is a snapshot of my stocks and ETFs portfolio as of 12/31/17:

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New Monthly Investment Plan with a Commission-Free Broker

I finally found a new commission-free broker, M1 Finance, that offers everything loyal3 did, and more! Like loyal3, it offers automatic monthly investment with a fixed dollar amount to buy fractional shares of stocks. Even better than loyal3, you can buy virtually any publicly traded stock or ETF, and it offers automatic rebalancing.

My Roadmap to $1 Billion Net Worth

One of my lifetime goals is to reach $1B in net worth. While this may seem far-fetched right now, given that I only have slightly over $1M, there is still a long time left and I should be able to reach it through the magic of compound interest.

For the skeptics, I have projected out my net worth as follows based on several assumptions:

Income & Expenses For November 2017

Since 2014, I have been tracking my monthly income and expenses. You can see a breakdown of every penny I earn and spend. For perspective, this budget is for a household of two in a small US city. By documenting my journey, I aim to demonstrate the feasibility of saving a significant portion of your income and provide some ideas and inspiration for your own budget.

Below are my income and expenses for November 2017. You can see all my monthly budgets here.

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Portfolio Update November 2017

The time has come for my monthly portfolio update. At the end of every month, I will update my portfolio and comment on any changes. I do that for accountability and also so you may glean some ideas on how I allocate my capital. You have the opportunity to learn from what I do well so you can do the same, as well as what I do poorly, so you will not have to repeat my mistakes.

Follow my real-time portfolio here. Below is a snapshot of my stocks and ETFs portfolio as of 11/30/17: