Investment update – October 4, 2017

Okay, 33 months left till Financial Independence!

Overall, my investments were up $11,752 for September, a gain of 1.26%, which isn’t too shabby. Big gainers appeared to be Small Cap funds and the S&P500 funds. Internationals did OK as well. The bond funds and REITs continued to underperform, though not significantly enough to drive my results down. I remain happy with my current allocation in my 401Ks/IRAs:

  • 30% Bond intermediate Index Fund
  • 17.5% S&P 500 Index Fund
  • 17.5% Small Cap Index Fund
  • 17.5% International Index Fund
  • 17.5% REIT Index Fund

My father’s Inherited IRA, which I set up with an eye towards income, has returned 3.3% in dividends on an annual basis, and has gone up 0.9% for the quarter. While not as big a move as the S&P, Small Cap and International, I believe this portfolio is a lot more “stable” so I will continue to experiment with it for income.


My “fun money” account, which I use to try to value invest, has pretty much stayed even. The values have dropped somewhat, but this has been offset by dividends. I’m still excited about the potential for growth here, as some of my picks are dramatically undervalued. I just have to be patient.


Hope your October trick or treating goes well!


Mr. 39 Months.

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