This is almost exactly mine but I'm maybe a couple years behind. I tabulate everything each spring after any bonuses have been received. Was a good year assuming the stock market is still high by that point. For me it's primarily retirement, and virtually all of that is domestic stock index.1999 -- ($500)
2000 -- $2k (estimate)
2001 -- $4k (estimate)
2002 -- $7k (+3k)
2003 -- $21k (+14k)
2004 -- $33k (+12k)
2005 -- $29k (-4k)
2006 -- $52k (+23k)
2007 -- $75k (+23k)
2008 -- $93k (+18k)
2009 -- $53k (-40k)
2010 -- $39k (-14k)
2011 -- $73k (+34k)
2012 -- $119k (+46k)
2013 -- $191k (+72k)
2014 -- $247k (+56k)
2015 -- $283k (+36k)
2016 -- $347k (+64k)
2017 -- $426k (+79k)
2018 -- $485k (+59k)
2019 -- $655k (+70k)
2020 -- $827k (+172k)
2021 -- $1,122k (+295k)
2022 -- $1,152k (+30k)
2023 -- $1,411k (+259k)
2024 -- $1,697k (+286k)
60/40 AA. NW includes 400k home equity.
Hopefully, the quote about "slow and steady ..." is true
Statistics: Posted by TimeTheMarket — Thu Jan 02, 2025 2:43 pm