May 2020 Passive Income

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


Taxable Account

• Amegy CD --- $421.28
• OHI --- $174.20
• T --- $169.00
• GIS --- $49.00
• CL --- $36.52
• BND --- $6.26

Retirement Account

• 65/35 S&P 500/Bonds --- $225.62

Total May 2020 passive income is $1068.28

The income keeps plugging along as the markets and economy gain more traction. I am well on my way to eclipsing last year's passive income totals even with some pretty serious dividend cuts. Hopefully some of the reduced dividends will be restored later this year and early next year.

Next year will be another interest rate reset on some of my CD's so I'll continue moving funds into dividend stocks. Stocks like PFE and SO are becoming more attractive and are currently yielding around 5%. KO nearing 4% is always a good play as well. Hope to add some of all in the near future.

DEFY MEDIOCRITY

May 2020 Net Worth

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

Back to back big moves up! The market surged about 5% in May and the portfolio definitely responded. The net worth ended withing 30k of my January all time high and the YOY numbers actually showed a gain of $17k

Pandemics, social unrest, hurricane season, endless bailout, depression-like unemployment seems to have to lasting effect on the markets. This is CRAZY!

The first 28 months of retirement have been an adventure! If there was a way possible to insulate myself from all market related and news related events, I would simply see that my NW has dropped by $12k despite spending $80k enjoying life! That would be a totally acceptable draw dawn by any measure.

Of course it's the chaos that creates the opportunities and therefore helps keep the NW moving in the right direction. I would love to simply ignore all things market related, but that clearly will never happen. At least until I'm closer to death lol.

I hope everyone out there is safe and is able to within the social and financial turmoil in the world right now. Don't be to distracted and stay the course!

Stay well everyone and keep adding fuel to the FIRE (not fire like the above photo)!

Assets

Checking --- $9,554
Savings/Investments --- $452,106
Lending Club --- $81
HSA --- $2,015
IRA --- $10,457
401K --- $408,332
2014 Jeep Wrangler --- $17,200

Liabilities

$2,168

Net Worth

$897,577

YTD Totals

2020

***Jan 1, 2020 --- $926,699***

Jan 31, 2020 --- $923,180

Feb 29, 2020 --- $887,924

Mar 31, 2020 --- $840,075

Apr 30, 2020 --- $883,292

May 31, 2020 --- $897,577

June 30, 2020 ---

July 31, 2020 ---

Aug 31, 2020 ---

Sep 30, 2020 ---

Oct 31, 2020 ---

Nov 30, 2020 ---

Dec 31, 2020 ---

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 31, 2019 --- $894,960

Sept 30, 2019 --- $900,639

Oct 31, 2019 --- $904,935

Nov 30 2019 --- $915,534

Dec 31, 2019 --- $926,699

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