Now, let’s get to the meat of our investments. First, remember the 4 parts of a balanced portfolio Savings, Bonds, Stocks, and Real Estate. Let’s take a look when Kris and I first starting in June 2019.
I had some bonds from when I first started off in the military. Keep in mind, Kris and I had 2 homes at the time. Also, we had some local savings accounts. For savings, I only include our High Yield Savings accounts. Also, I had about $22,000 in a 401k plan. Kris investments are a smaller version of what I am doing. She has the exact same accounts like me. Now let’s take a look at a year later.
Wow, what a difference. I am almost embarrassed to look back at 2019. However, I am more proud of where we are today. Kris and I both grew up without a lot of money. Trust me, together we will get you where you would like to be.
Disclosure: I am not a financial advisor or money manager, and any knowledge is given as guidance and not direct actionable investment advice. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
Leave a Reply