'22 to $1 Million September Checkup

 

'22 to 1 Million is a goal set by my wife and I to turn our investment portfolio into $1 Million by the end of 2022.

 

Here is our September checkup:

 

Our September was a bit of a mixed bag. 

 

Overall our portfolio took a dive by  $10,345, which is just over 3%. No worries though, our investing goals are long term, so months like this will happen.

 

Almost all our declines are due to Apple coming down about $10 for the month. As I have mentioned in other posts, we are really,  heavy in Apple, so swings like this come with the territory.

 

I expect the holiday season to be strong for Apple if there are no hangups with the iPhone X.

 

On the bright side, collectively, our mutual funds are up 2.75% for the month and nearly 25% for the year.

 

Thats all for now, I'll be back with a new check up in October.

 

As always, remember, I am NOT a financial adviser. I am just a guy who reads a lot of blogs, has a goal and am taking you on the journey with me.

 

 

 

 

 

 

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