The Investment Road to Freedom

Goals

This page will be updated as my goals are met or as they change.

2017

  • I will be 40 this year. Reach $100k total fund value

2016

  • Reach $55,000 Total Fund Value
  • Receive $750 in credit card rewards
  • Earn $550 in Dividends
  • Save $12,000 for the year
  • Contribute $5500 to IRA
  • Reach $135,000 Net-worth

2015

  • Reach $45,000 total fund value FAILED
  • Earn $945 or 12% income in IRA FAILED Received $820
  • Receive $900 in credit card rewards FAILED Received $724
  • Receive $6 a month interest in Lending Club FAILED Most was $5.15
  • Save $12,000 for the year FAILED Saved $9073
  • Earn $500 in Dividends FAILED Received $440
  • Reach $750 in Forward 12 Month Dividend Forecast FAILED Ended year with $521

2014

  • Reach $40,000 total fund value FAILED
  • Receive $432 or 10% ROI income in Roth IRA DONE
  • Receive $728 or 10% ROI income in Taxable Account FAILED
  • Receive $1000 in credit card rewards FAILED Received $666
  • Receive $4 a month interest in Lending Club FAILED My December interest was $3.88
  • Pay off credit cards ($3435 as of March 2014) DONE
  • Save $10,000 for the year FAILED saved $7758
  • Reach $85,000 net-worth DONE

2013

  • Reach $25000 total fund value DONE
  • Pay of sofa ($2300 at end of 2012) DONE
  • Receive $150 in dividend income FAILED
  • Receive $200 in options income FAILED
  • Save $12000 for the year FAILED Saved $9486.14
  • Pay of credit cards ($3990.82 as of Nov 2012) FAILED

2012

  • Start a blog DONE
  • Hit the 5 figure mark for the first time DONE
  • Reach $12000 total fund value DONE
  • Pay of car. $3740.85 to go as of May 23rd DONE
  • Receive $100 in dividend income ($49.01 for the year) FAILED
  • Receive $200 in options income ($47.07 for the year) FAILED
  • Save $12000 for the year ($7800.23 for the year) FAILED

 

 

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