- VTI: 4 shares @ $242.18 --- Yield 1.15%
- BND: 6 shares @ $84.82 --- Yield 1.95%
Friday, December 31, 2021
Weekly Stock Purchases
Wednesday, December 22, 2021
Weekly Stock Purchases
- MO: 180 shares @ $47.82 --- Yield 7.53%
Monday, December 13, 2021
Weekly Stock Purchases
- MO: 200 shares @ $44.83 --- Yield 8.03%
- IBM: 40 shares @ $121.42 --- Yield 5.40%
- BP: 50 shares @ $26.77 --- Yield 4.82%
Tuesday, December 7, 2021
Weekly Stock Purchases
Today I added share to MO, IBM, and CAH positions.
- MO: 250 shares @ $44.54 --- Yield 8.08%
- IBM: 50 shares @ $120.38 --- Yield 5.45%
- CAH: 50 shares @ $48.14 --- Yield 4.07%
Pipeline reconstruction in progress.
Wednesday, December 1, 2021
November 2021 Net Worth
After counting all the beans I was down just over $69,000 for the month and $1200 in the red for the year. Not bad considering I have spent a ton of money this year.
Here are my net worth totals for the end of November.
IRA --- $13,604
Net Worth
$968,361
2020
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Tuesday, November 30, 2021
Recent Purchases ---- MO, IBM, CAH, VTI, BND
Today I created a new position in CAH and added to MO, IBM, VTI, and BND.
MO: 100 shares @ $42.60 --- Yield 8.45%
IBM: 50 shares @ $117.40 --- Yield 5.59%
CAH: 25 shares @ $46.71 --- Yield 4.20%
VTI: 4 shares @ $235.15 --- Yield 1.21%
BND: 6 shares @ $85.38 --- Yield 1.95%
Total capital invested is $12,750.63 and the combine yield is 5.95%. These purchases will increase my yearly dividends by $758.35.
I've been buying VTI and BND throughout the year towards the end of each month. Traditional dividend stocks continue to underperform so I'll gladly add to these position and start new positions as well.
Pipeline reconstruction in progress.
Friday, November 26, 2021
Black Friday Buys --- MO, IBM, BP
Today I added to MO, IBM, and BP.
- MO: 250 shares @ $43.36 --- Yield 8.30%
- IBM: 75 shares @ $115.29 --- Yield 5.65%
- BP: 40 shares @ $25.70 --- Yield 5.02%
Wednesday, November 24, 2021
Weekly Stock Purchases
Today I added to my MO position and initiated a position in IBM.
- MO: 10 shares @ $44.11 --- Yield 8.16%
- IBM: 5 shares @ $116.35 --- Yield 5.64%
Saturday, November 20, 2021
Weekly Stock Purchases
Today I decided to re-start dividend investing.
- MO: 10 shares @ $43.57 --- Yield 8.26%
- BP: 10 shares @ $26.41 --- Yield 4.88%
Thursday, November 18, 2021
October 2021 Net Worth
Here are my net worth totals for the end of October.
Another great month! I picked up $35K during October and this marks the 5th consecutive month in the double comma club.
The markets continue to defy gravity and are up roughly 25% for the year.
November won't be so rosy as I have spent quite a bit on home renovations. Spending money to add small/large pleasures from time to time is what life is all about. Hoarding money and just watching numbers increase on a spreadsheet seems a bit more strange to me now.
Hope all is well with everyone out there!
IRA --- $13,808
Net Worth
$1,037,716
2020
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Thursday, October 28, 2021
September 2021 Net Worth
Here are my net worth totals for the end of September.
Markets dropped a bit, but I'm still a member of the double comma club. Looks like October is going to be fantastic!
Onward and upward!
IRA --- $13,346
Net Worth
$1,002,049
2020
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Thursday, September 16, 2021
August 2021 Net Worth
Here are my net worth totals for the end of August.
I'm now comfortably above the 1M mark (until a market correction). Good all around month and year so far.
Now that I'm over 3 1/2 years into retirement I am starting to see how the next 30-40 years will unfold. Taxable accounts continue to hold up and provide daily income and more than cover my expenses. Retirement accounts also grow nicely and along with SS, I should be in really good shape in the decades to come.
Onward and upward!
IRA --- $13,763
Net Worth
$1,027,009
2020
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Monday, August 9, 2021
July 2021 Net Worth
Here is last of my past due updates. At the end of July my net worth ended at $1,017,133. The trajectory since March 2020 has been straight up. Unbelievable movement!
While I'm excited about making the $1,000,000 mark for a second straight month, It's most likely going to be short lived as I am about to buy a pool. The payments ($50,000ish) will be made over the next few months. If I have a really good back half of the year, I made hold the $1,000,000 mark, but realistically the S&P 500 would have to add to it's 18% gain and finish up close to 25-30% for me to hold the line.
No matter...I have been enjoying my life like never before and sometimes you just have to say "Fuck It"
IRA --- $13,597
Net Worth
$1,017,133
2020
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Saturday, August 7, 2021
June 2021 Net Worth --- Double Comma Club
A few days before my 50th birthday I finally hit $1,000,000 in net worth. There was a time 20 years a go that I never thought that I would hit that number even if I continued working through age 65.
This number is nice, but the fact that I was able to hit it 3 1/2 years after retirement is even nicer. Despite spending in excess of $150,000 since retirement, my net worth has actually increase by $100,000 which means that my portfolio is growing on average $6,000+ per month before expenses.
Even nicer is knowing that my 401k is very close to be accessible, if needed. Also nice is knowing that Social Security (again, if needed) is accessible in less than 12 years.
The multi-stage rocket ship is operating very efficiently and escape velocity is close to being reached. I'll just keep enjoying the view along the journey
HSA --- $1,555
IRA --- $13,483
Net Worth
$1,007,093
2020
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Friday, August 6, 2021
May 2021 Net Worth
May was another positive month. Based on the dealerships having virtually no inventory, my 65k mile Jeep Wrangler has a much higher value than I have reported. In time as the value fall back down below $14k I'll start depreciating it again accordingly.
HSA --- $1,555
IRA --- $13,456
Net Worth
$998,562
2020
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Thursday, August 5, 2021
April 2021 Net Worth
April net worth inched a bit closer to $1 mil. Passive 401k continues to be the strongest engine. Actual Jeep value is much higher, but I'm going to value it conservatively.
HSA --- $1,555
IRA --- $13,265
Net Worth
$997,626
2020
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Wednesday, August 4, 2021
March 2021 Net Worth
Net worth grinded to a new high in March. Put sales increased and the march toward $1,000,000 continues.
Assets
Checking --- $45,508
Lending Club --- $22
HSA --- $1,555
IRA --- $12,585
Net Worth
$986,189
2020
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Tuesday, August 3, 2021
February 2021 Net Worth
February saw a slight increase in net worth and I ended at a new all time high. I also began selling quite a few put options to help boost retirement income. Mostly DGI stocks.
Assets
Checking --- $47,743
Lending Club --- $22
HSA --- $1,558
IRA --- $12,482
Net Worth
$970,059
2020
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Monday, August 2, 2021
January 2021 Net Worth LONG OVERDUE POST
Time to finally catch up on some posts. THESE ARE THE RESULTS FOR JANUARY 2021
No longer using Mint to keep track of my net worth. Manual calculations and wild ass guess on the Jeep.
It looks like my net worth decreased by the amount of my monthly expenses. I also sold quite a bit of stock to lock in some gains at 0% taxes. Will be doing quite a bit of put selling going forward. Hopefully at better prices. :)
Assets
Checking --- $52,112
Lending Club --- $22
HSA --- $1,558
IRA --- $12,272
Net Worth
$966,773
2020
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Monday, January 4, 2021
2020 Year End Net Worth -- New Record
All figures except my Jeep value are calculated using Mint.com.
Assets
Checking --- $8,247
Savings/Investments --- $460,809
Lending Club --- $25
HSA --- $1,858
IRA --- $12,352
Net Worth
$969,595
2020
***Jan 1, 2020 --- $926,699***
Jan 31, 2020 --- $923,180
July 31, 2020 --- $923,038
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595