Monthly Financial Update - March 1, 2020

The stock market this month was like a roller coaster ride! The market hit new all-time highs, then immediately followed up with one of the largest drops in history. At the time of this writing, the previous 6 months of market growth has been totally wiped out. Worst of all, this may just be the beginning. The market could continue to drop precipitously for an extended amount of time.

While it may seem like we should be panicking, I actually feel pretty excited. When I'm able to buy the exact same investments I've been buying, only at a steep discount, it feels great! Although our portfolio growth was notably negative this month, we still feel we are right on track. That's because we know the stock market always goes up. Therefore, it's just a matter of time before the discounted shares we're buying now, turn into highly valuable assets!

Results:
-6.14% month-over-month growth
65.4% of retirement number saved

Check out our detailed performance in the table below.

Accounts	Portfolio Allocation	Change In Value (February-March)
Liquid Funds	1.03%	10.49%
High-Yield Savings	8.03%	-24.96%
REITs	0.69%	0.26%
401(k)s	46.75%	-7.35%
IRAs	4.77%	-8.20%
HSA	1.18%	-5.66%
Cryptocurrencies	0.02%	-7.86%
P2P Lending	0.01%	-37.39%
Taxable Stock Investments	37.41%	0.60%
Debt	0.11%	-20.36%
Total =	100%

Portfolio Allocation = Current asset distribution of our portfolio
Change In Value = Change in account value due to asset appreciation/depreciation, deposits, and withdrawals

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Monthly Financial Update – March 1, 2020

Wild Ride!

The Numbers

Growth Toward Financial Independence

Tools To Get You Started