Time in the market’s Q3 2017 goal review

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”

My 2017 Annual Goals

I’m a bit late to the party here but it’s time to lay out my 2017 goals. I didn’t have any goals last year but I’ve been listening to a book recently that spoke to the value of writing down goals when it came to actually achieving them.

I think it’d be fun to set not only financial goals but also some personal goals. I also thought it’d be enjoyable to tier my goals into three levels. I’m going with bronze, silver and gold to reward myself at the end of the year! I’ll make bronze a reasonable level that I think I can reach with my regular approach and then stretch it out with the silver and gold tiers. It’ll be like the Olympics when I review this in 2018 and award myself a variety of medals based on how well I did in 2017!

I’m aiming to at least have as many bronzes as there are goals but am hoping for some silvers and golds in 2017 as well! Continue reading “My 2017 Annual Goals”