Monday, July 17, 2017
July 2017 Net Worth
All figures are generated from Mint.com. As you can I picked up almost $17,000 over the last couple of months. The only account that appears to have gone down is my house. The value fell from $138k to $131,000. Not sure why, but doesn't really matter.
It's good to see these numbers increasing. As I mentioned in my Dividend Post, there have been a lot of changes going on at work and not for the better. I have held on to my current position so far, however between the management changes and a subsequent fall off in business that may change quickly. It's good to have a huge safety net!!
Assets
Checking --- $14564
Savings --- $363277
Lending Club --- $9576
HSA --- $2294
Brokerage --- $0
IRA --- $9206
401K --- $321775
House --- $131212
Liabilities
$0
Net Worth
$851,904
YTD Totals
May 2017 --- $835,009
July 2017 --- $851,904
There is no down time when building a path that doesn't lead back to ZERO!
Wednesday, July 5, 2017
June 2017 Dividend Summary
Here are the dividends I received from last month.
- PFE --- $123.70
- XOM --- $112.67
- RDS-b --- $103.40
- BP --- $101.43
- MAT --- $76.57
- TGT --- $72.92
- WFC --- $65.88
- GM --- $63.35
- VFC --- $61.37
- SO --- $53.73
- JNJ --- $45.50
- TROW --- $43.52
- GILD --- $43.10
- QCOM --- $41.85
- UL --- $38.04
- MSFT --- $32.58
- NEA --- $16.63
- MET --- $16.12
- EMR --- $14.64
Total dividend income in my taxable account $1127.00.
That was a great month!!
Now for the other news...
Things at work have become very complicated and with new upper management changes are happening almost daily. Most likely I will be demoted and half my salary cut in half. That's option isn't anything to cry about as I still would be making six figures.
The other two options are I am fired or I choose not to work in an unbearable work environment. Because of these new circumstances, I decided to liquidate my entire portfolio. I now have about $400,000 sitting in cash. I also still have about $320,000 sitting in my 401k which is invested 65/35 in S&P 500 and Vanguard bonds.
Since I am 46 right now, I may actually be financially independent. I will see how thing play out over the coming months and will make a decision about whether or not I get back into the market and how much I will invest.
Stay tuned!!
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