Thursday, September 19, 2019

Recent Buy --- MO




Today I added a few more shares to my MO position.


  • MO:  30 shares @ $39.40 --- Yield  8.53%

Total capital invested is $1182.00 and will add $100.80 to my yearly dividends.

I will add more aggressively if MO reaches 10% or higher.

DEFY MEDIOCRITY


Thursday, September 12, 2019

August 2019 Net Worth




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

This net worth entry completes 18 months of retirement and more importantly the most memorable 18 months since back in my school days. When time is spent with loved ones, building a healthy mind and body, and creating memories....life become exceptional.

The numbers were little changed from last month and I continue to flow between the $880s and $900k. 

We just spent a week in Frisco, Carmel, and Sacramento and the weather was phenomenal. We took advantage of travel points earned with credit card bonuses. Carmel was the highlight of the trip and I would highly recommend vacation time there to anyone.

Anyway here are the net worth numbers for August.

Assets

Checking --- $1590
Savings/Investments --- $479,023
Lending Club --- $699
HSA --- $2,101
IRA --- $10,208
401K --- $384,888
2014 Jeep Wrangler --- $20,000


Liabilities

$3,549

Net Worth

$894,960


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

May 31, 2019 --- $880,455
June 30, 2019 --- $894,816

July 31, 2019 --- 898,515
Aug 2019 --- $894,960


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