I’ve now been interested in personal finance, investing and FIRE since late 2007. That’s a long time and means I still follow a number of what are now old school largely US based but still largely relevant for me forums. Within these forums I have and am still continually hearing about how ‘great’ ‘recent’ times have been for investment portfolios. In my own little RIT world times have been good, after all I’m now FIRE, but I wouldn’t describe investment returns as feeling like they’ve been great.
Given I’ve been capturing my investing data in detail since I started I thought it was worth updating some parts of my spreadsheet that had fallen into decline to try and understand what is really going on with hard data rather than feelings.
Let’s firstly look at what my investment portfolio has looked like over the years as I’ve learnt what works for me. I know it includes plenty of investing mistakes but importantly it’s my real life.
Click to enlarge, RIT investment portfolio over the years