Goals
Current goal: for the combined value of the mutual fund holdings (or cash), excluding the savings account, to pass $100,000. This goal was met for the first time on October 1, 2004.
Goal for 2002: for the combined values of the four mutual fund portfolios plus the savings account to exceed $100,000 by the 10th anniversary of the family mutual funds on December 25, 2002. On December 31, 2001, the combined value of the four portfolios plus the savings account was $94,532.16. As $6000 was contributed during 2002 ($100/mo to each of four portfolios plus $100/mo to the savings account), the goal could be reached if the four participants avoided losing money in 2002. The goal was met on May 17, 2002 and as of December 31, 2002. (click for values).
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