Monthly Financial Update – March 1, 2026

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The Monthly Financial Update gives our readers an inside look at the allocation and performance of our investment portfolio. At the beginning of each month, we share a snapshot of our investments and highlight their performance over the previous month. In addition, we compute our progress towards achieving our retirement number.

Keeping The Streak Alive

Our portfolio edged forward this month by a tiny 0.06%. It might be a 'micro-gain,' but it keeps our winning streak alive. I’ll take a small win over a loss 100 times out of 100!

Results:
0.06% month-over-month growth
210.1% of retirement number saved

Check out our detailed performance in the table below.

The Numbers

AccountsPortfolio AllocationChange In Value
(February-March)
Liquid Funds0.39%+4.11%
High-Yield Savings10.45%+0.65%
REITs3.16%+5.36%
401(k)s43.20%+0.06%
IRAs6.24%-0.58%
HSA2.47%-0.50%
Cryptocurrencies0.04%-15.87%
Taxable Stock Investments32.63%-0.50%
Home Equity*1.39%+5.08%
Debt0.03%-0.46%
Total =100%

Portfolio Allocation = Current asset distribution of our portfolio
Change In Value = Change in account value due to asset appreciation/depreciation, purchases, deposits, and withdrawals
*Home Equity not included in retirement number or month-over-month growth calculations

Growth Toward Financial Independence

Tools To Get You Started

Become a subscriber today and you’ll receive our Free Financial Planning Dashboard. This tool allows you to enter your income and expenses to create a detailed budget. You can use it to track your spending habits over time or just to get an idea of where your money is going each month.  Take a look at the automatically generated charts and you may discover you have a little more cash to invest than you thought.

If you’re interested in detailed instructions on how to budget, save, pay off debt, and invest, check out The 6 Phases of Building Wealth. This book provides step-by-step instructions for working through each “Phase” in the process of achieving Financial Freedom. If you're just starting out, the information in this book will provide you with an invaluable resource. You can pick up the digital version for only $2.99 on Amazon.

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