Jeff's Page

Just a real quick update, not only to let you all know that I'm still alive and working at this, but also to check the pulse of this site and Adrian's following. It seems to me that things are slowing down here and on Adrian's other sites. I hope that means he's deeply involved in his recent real estate developments and not that he's given up on sharing his wisdom with the rest of us.

Here's how my Rule #1 performance stacks up against my portfolio of mutual funds over the last 80 days.

Mutual… Continue

My number is 10 Million by Jan 1st 2019.

As part of my growth engine to get me there, I will be using individual stocks. I first came across Phil Town's Book "Rule #1" about a year and a half ago (have I been reading Adrian's posts for that long?) on Adrian's 7million7years.com web site. I read it quickly, bought my first stock (Garmin) according the book's valuation principles and then promptly let everything fall by the wayside without bothering to actually implement the part of the strategy… Continue

I just updated my net worth profile over at Networthiq. It's been a good 30 days between real estate and the stock market. My net worth jumped 7% to $719K. That's my first time over $700,000.

As a recap, I need to average ~ 30% compounded annually to get to my number (~2.5% per month). Since January 09 my net worth has risen a full 41% keeping me ahead of my minimum pace. :-)

I know the rapid growth won't last and It'll c… Continue

As I prepare for my entry in to MM201, I'm finding that my game plan is changing. My original play book was aimed at achieving an annual compound growth rate of 38%. However, in my previous post, I noted that recent increases in my net worth have reduced that requirement to just under 30% (29.28% to be exact).

That's great for a couple of reasons

1. My number (10 Million by 1/1/19) just became more achievable.
2. I can take a step down on the risk ladder and still have a reasonable shot at ach… Continue