2015 goals review

Part of the reasons for me to keep a blog, is to keep track of my progress and my goals. Consider this my personal log. By doing so, I intend to keep myself motivated.

Lets look at the 2015 goals and the results.

The original list was published early May 2015.

Here are my 2015 goals

1- keep the blog alive: Now that I have the blog, I need to keep myself motivated and keep it alive. I plan to post at least twice per month. To have a stretch goal, I should post once every week. So, the goal is to have at least 28 post by the end of the year.

In 2015 I published 58 posts. This is way more than I set as a goal. For 2016, I might need to rethink this number. Then again, I do not want to much stress to blog. It is a distraction for me. I do not need to make money with my blog. It is my personal journey.

PASS

2- Work out how to calculate/report in a decent way my savings rate and net worth. the limitation here is that I want to stay Mr AmberTree.

Each month I managed to publish my progress in savings rate and amber index. The amber index makes sure all stays confidential.

PASS

3- Have a 55 pct savings rate (me and my wife combined). Based on some preliminary calculations, this should be a realistic goal

As you can see in the last Savingssrate report, we managed to reach a rate of 55pct.

PASS

4- Explore options (covered calls/buy puts) to protect my portfolio and enhance the returns. I started to read on this and following some people that describe their approach. Sounds like a good plan.

This is the personal goal that I am proud off. I managed to teach myself an options investing strategy that allows me to keep the adrenaline rushing. This way, I can keep my core investment in a set-and-forget mode.

I already wrote some articles about the options, I plan to write more in the coming weeks

PASS

5- Define my lazy investment portfolio. After some research, the core of my portfolio should be a lazy portfolio. I plan to have 3 ETFs to achieve this. –> my asset allocation

PASS

6- Reach an overall amber index of 24,74 pct.

According to the December report, we ended at 24,7. I consider this a pass, but with some goodwill from myself

PASS

7- Run twice a week and try to run a corrida by year end

I managed to run almost twice per week. Not too bad… I did not manage to run the year end corrida, due to an unplanned ski holiday. So, I consider this a half pass

HALF PASS

As an end result, I got almost 7/7. This is something I am very proud off. It will also help me to define my 2016 goals even better and even more challenging.

For 2016, I plan again to create a mix of pure financial goals and self development goals. This way, I can develop not only my net worth, but also myself a a person.

 

Did you reach all of your 2015 goals?

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