Saturday, May 18, 2019

April 2019 Passive Income




Here is the passive income I received from both taxable and retirement accounts.


Taxable Account

  • Amegy CD --- $340.89
  • PM --- $136.84
  • TUP --- $108.00
  • MO --- $88.00
  • CAH --- $47.63
  • KMB --- $20.60
  • GE --- $1.01

Retirement Account

  • VBMFX --- $246.22

Total January 2019 passive income is $989.18

April was another wonderful income month and I was just shy of $1,000. I haven't added to my portfolio much since the big drop way back in December. I fell like I should add another company or two just for diversification. I have been watching MMM recently and may jump back in soon.

Retirement life continues to exceed my expectations and I have been enjoying a lot of time hanging out by the pool catching some Vitamin D!

DEFY MEDIOCRITY

Saturday, May 11, 2019

April 2019 Net Worth


All figures except my Jeep value are generated from Mint.com.

April was another fantastic month on the net worth side. Despite my home value estimate dropping by $5,000, my overall net worth increased around $4,000.

April also marks my first year over year net worth increase since I retired. My net worth over the past year actually is almost $1,000 higher than a year ago. I am also within $5,000 of eclipsing my Day 1 Retirement net worth.

I have had the time of my life during the past 14 months and have virtually the amount of money as I did when I stopped receiving a paycheck. That is still difficult for me to comprehend, but I'll take it!

Here is my March 31, 2019 net worth breakdown.
Assets

Checking --- $1,241
Savings/Investments --- $360,455
Lending Club --- $1,339
HSA --- $2,100
IRA --- $10,227
401K --- $377,483
2014 Jeep Wrangler --- $19,500
House --- $135,000

Liabilities

$3,155

Net Worth

$904,190


YTD Totals

2019      

 ***Jan 1,2019 --- 864,816***

Jan 31, 2019 --- $887,560
Feb 28. 2019 --- $895,998

Mar 31, 2019 --- $899,902

Apr 30, 2019 --- $904,190


2018

Jan 2018 --- $917,116
Feb 2018 --- $910,667

Mar 2018 --- $909,746
Apr 2018 --- $903,416

May 2018 --- $889,032
Jun 2018 --- $893,278

Jul 2018 --- $892,002
Aug 2018 --- $896,619

Sep 2018 --- $899,763
Oct 2018 --- $876,927

Nov 2018 --- $891,402
Dec 2018 --- $864,613


2017

May 2017 --- $835,009
July 2017 --- $851,904 


Aug 2017 --- $860,072
Sept 2017 --- $869,374

Oct 2017 --- $887,033
Nov 2017 --- $897,145

Dec 2017 --- $914,266


There is no down time when building a path that doesn't lead back to ZERO