Thursday, October 25, 2018

2018 Net Worth Catchup post

All figures except my Jeep value are generated from 

It's been a while since I made one of these posts, so I'm going to fill in the blanks from the beginning of the year through yesterday.

As you can, I have been holding steady around the $900,000 level for most of the year. October has been a brutal month for the markets. My overall net worth is down about $24k through yesterday which is a large amount, but still not too bad considering the S&P 500 is down about 9% month to date.

Just a casual observation is that a .75% monthly gain in the S&P keeps my portfolio even after all expenses. Over time that is a reasonable return and I still have a ton of cash in 2.2% CDs that I can deploy if a 30% drop occurs at some point.

YTD Totals


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 (as of this post)


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


  1. Glad to see you are still active and enjoying life! Thanks for the update Big Guy!

  2. Thanks for giving us an update. The slight market downturn is a little upsetting to everyone's net worth but overall it has been a good year. Looking forward to hearing from you again. Cheers

    1. BHL,

      Yeah these swing used to bother me quite a bit. Now they are just blimps. Too busy enjoying life to worry about market ebbs and flows.


  3. MDP,

    It's definitely been a volatile period for markets, but the dividends have kept rolling steadily.

    Sounds like you have plenty on the sidelines to capitalize if the markets offer up attractive opportunities, so you're set.

    Take care,

    1. Ryan,

      Yeah, since retirement I've been much more conservative with my investing. Now that rates are rising I get the best of both worlds...higher CD rates combined with better pricing on dividend stocks.

      Thanks for commenting!