Investing our Mortgage – 1-Year Update

About a year ago we bought a house, paid in full with cash. Then I got a small mortgage as an inflation hedge and to invest for fun and profit (or loss.)

We used a chunk of the mortgage to fund moving expenses and to acquire all of the typical home accoutrements, put solar on our roof, and pay the medium-sized tax bill that comes with selling enough stock to pay cash for a house. The remainder I put back into the market as a lump sum.

It has now been one year out of thirty. Let’s check in on how this investment is doing.


Award Travel Series – Disneyland

Advertiser Disclosure: This site is part of an affiliate sales network and receives compensation for sending traffic to partner sites, such as This compensation may impact how and where links appear on this site. This site does not include all financial companies or all available financial offers. Opinions, reviews, analyses & recommendations are the author’s alone, and have not been reviewed, endorsed or approved by any of these entities.

I’ve never been to Disneyland, but that is going to change this year. I recently finalized reservations for a 7-day / 6-night trip to LA with 5-day Disney passes.

I figure… the only thing better than a family trip to Disneyland… is a deeply discounted family trip to Disneyland.

This is how we are planning a “Once in a Lifetime” trip for 2 adults and 2 children for less than $100/day, including meals.