In January 2003 I made my allocations and investments. Since then all new investments have gone strictly into cash. No money has been added or taken away from those January 2003 investments (other than reinvesting all dividends).
Here is how those January 2003 investments have performed since then:
january 2003.JPG (49.18 KiB) Viewed 1401 times
My 1995 gold investment has increased a cumulative 758% / 7.3% compounded annually.
Here is where I stand today via different breakdown analyses.
Breakdowns.JPG (34.62 KiB) Viewed 1401 times
This is what I plan to be moving to:
Plan.JPG (60.51 KiB) Viewed 1401 times
Also, have a plan (not shown) as to what of each will be in:
A. Taxable
B. Traditional IRA
C. Roth IRA
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
I’ll ask one: those Now and Then columns at the top— do they represent what % each asset is of the total? VTSAX was 13% of the total but it now makes up 21% of it, right?
dualstow wrote: ↑Sun Aug 31, 2025 9:38 pm
I don’t see a question here.
I’ll ask one: those Now and Then columns at the top— do they represent what % each asset is of the total? VTSAX was 13% of the total but it now makes up 21% of it, right?
You have made the correct assumption.
No question but an invitation to comment.
The Plan has changed somewhat. Still finalizing it.
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
