2017 was a year of firsts for me and that included the first time I set concrete goals that dealt with my portfolio. I’m sure we all have goals in the back of our mind that we strive for but writing them down and actually committing leads to a higher chance of success. I thought it’d be fun if I set tiered goals for myself and therefore decided to mimic the Olympics and gave myself bronze, silver and gold goals to aim for this year.
These goals were designed with the idea that Bronze would be a tiny stretch and everything else would require quite a bit of work to get there.
I wrote the initial post in February and promptly forgot about it but recent months of sub 20% savings rate reminded me of those goals.
Fall is one of my favorite seasons and the changing colors of the trees all around me has me wondering if it’s time for some changes in my life as well. I figured it was a good time to revisit my goals if I can make any adjustments in the last two months of the year that will help me hit those goals.
I’m hoping I can at least get most of the bronzes before the year wraps up and set my sights on something higher for 2018.
There were a bunch of goals in that initial post so let’s go through them one by one and see where I sit in relation to the various medals. The below analysis includes data through September. Continue reading “Time in the market’s Q3 2017 goal review”