August Net Worth Update

Happy Labor Day! In the US, this is the day that normally signals the true end of summer. School started for our family last week, and my parents are here celebrating the long weekend.

August Net Worth Update www.thethreeyearexperiment.com

The month of August has been awesome. Weather-wise, it’s the worst month of the year in North Carolina, but I keep telling myself that if I can run in this heat and humidity, I’m set because it’ll just get cooler from here on out. We’ve enjoyed the pool, had Junior ThreeYear go to his first-ever overnight camp in New Hampshire, had two sets of visitors (our friends from NH who now live in TX and my parents), and started school. Mr. ThreeYear and I have been walking the boys to the bus stop each morning, along with Lucy, and it’s been so fun to make friends with our neighbors and see our kids off to school each day.

If you’re just joining, our family of four is on a three-year journey to double our net worth and become location independent. Since we’ve achieved the latter goal, we’ll be primarily focused on the former in each of these reports going forward. Each month, I record our progress on our net worth and our spending. Last year, we increased our net worth by 32% over the year before. This year, we’re trying to increase it by more than 65% from where we started in December 2016. Given our move and the market, I’m not sure it’s doable. But we’re going to try. Continue reading “August Net Worth Update”

April Net Worth Update

Happy May! How are things going for you? We finally have no snow on the ground as of yesterday, and that is not an exaggeration. Winter definitely held on as long as it’s ever held on this year, which is my eighth winter in New Hampshire. For the past seven winters, we’ve had all snow melted by April 23rd (even if we’ve gotten a freak snow storm in May afterwards) but this year, we had snow cover for a whole extra week (lucky us!).

We did get some beautiful 70-degree days at the tail end of this month, which made everything feel hopeful and Springy. Our crocuses have bloomed (all 2 of them) and our daffodils are pushing up, as well as our alliums and the dahlias. We spent this month doing a variety of activities, some of which I’ll be revealing down the road (hint hint!). It’s been a busy month. Over Spring Break, Mr. ThreeYear and I took a fun trip to Portland, Oregon, while my mom flew up from sunny South Carolina to watch the boys. She had horrible snowy, icy, weather, so we appreciate her sacrifice even more!

If you’re just joining, our family of four is on a three-year journey to double our net worth and become location independent. Each month, I record our progress on our net worth and our spending. Last year, we increased our net worth by 32% over the year before. This year, we’re trying to increase it by more than 65% from where we started in December 2016. Given the wild ride the market’s likely to take us on this year, I’m not sure it’s doable. But we’re going to try.

Last month, even though we enjoyed more lackluster results from the stock market, we got a huge jump in net worth since Mr. ThreeYear’s annual stock gift was given out. Each December, his privately-owned company, which is 100% employee-owned, invites outside auditors to set the stock price. Given the wild surge the stock prices took in December, his company’s stock was given a much higher valuation than the year before. That meant all of the stock we currently hold in the company rose substantially, and we received more stock (valued at more money).

Continue reading “April Net Worth Update”

February Net Worth Update

It looks like the stock market is giving us some buying opportunities this month. While our net worth took a dip, we hit our savings and spending goals, so I feel proud of our progress this month.

If you’re just joining, our family of four is on a three-year journey to double our net worth and become location independent. Each month, I record our progress on our net worth and our spending (gulp!). Last year, we increased our net worth by 32% over the year before! This year, we’re trying to increase it by more than 65%! from where we started in December 2016. Given the wild ride the market’s likely to take us on this year, I’m not sure it’s doable. But we’re going to try!

February was a month of full-on winter antics in New Hampshire. Our time in Santiago, just a month before, seemed like a dream, an impossibility! Our lives were cold and snowy this month. We enjoyed a bit of skiing, one week of winter break where we all got sick several times, and of course the Winter Olympics!

This is the second month in our net worth and spending reports for 2018, and although the market had a small “correction” that did negatively affect our net worth, we are still making progress towards our goals.

Continue reading “February Net Worth Update”