Portfolio
Posted: Tue Aug 26, 2025 10:00 am
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:
My 1995 gold investment has increased a cumulative 758% / 7.3% compounded annually.
Here is where I stand today via different breakdown analyses.
This is what I plan to be moving to:
Also, have a plan (not shown) as to what of each will be in:
A. Taxable
B. Traditional IRA
C. Roth IRA
Here is how those January 2003 investments have performed since then:
- january 2003.JPG (49.18 KiB) Viewed 119 times
Here is where I stand today via different breakdown analyses.
- Breakdowns.JPG (34.62 KiB) Viewed 119 times
- Plan.JPG (60.51 KiB) Viewed 119 times
Also, have a plan (not shown) as to what of each will be in:
A. Taxable
B. Traditional IRA
C. Roth IRA