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!!