Thanks for visiting Capital Advisor. I frequently update this blog to cover various topics on personal finance such as investment strategies, financial products that you should buy and ones that you really should stay away from, financial calculators, emerging themes such as early retirement and financial independence, and much more. You can Subscribe through Email and receive new articles directly in your Inbox or you can Subscribe through the RSS Feed and receive new articles in your feed reader.
I thought it would be a good idea to share my progress each month towards my personal finance performance targets for 2011. In summary, my targets are as follows:
I want to grow my Net Worth by at least 2% month-on-month and by at least 30% year-on-year. I also want to grow my Financial Independence Portfolio by at least 3% month-on-month and by at least 50% year-on-year.
And how has my performance been in the first month?
Financial Independence Portfolio:
Growth — MoM: 6.35%. Growth — YTD: 6.35%. Above target.
Growth — MoM: 3.84%. Growth — YTD: 3.84%. Above target.
Note: Again, the YTD chart also shows projected estimates for February, 2011 since I want to illustrate how the two charts will differ.
I think it’s a great start to the year. Plus February already looks promising.
Thanks for reading this article. I'd love to hear your opinion. Please use the comments section below to share your thoughts. I frequently write new articles that also cover several other aspects of personal finance including credit cards, financial goals, health insurance, income tax, life insurance, mutual funds, retirement planning, and much more. You can Subscribe through Email and receive new articles directly in your Inbox or you can Subscribe through the RSS Feed and receive new articles in your feed reader.