Friday, October 25, 2019

September 2019 Passive Income




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


Taxable Account

  • Amegy CD --- $592.78
  • ABALX --- $354.78
  • SO --- $64.06
  • F --- $52.50
  • XOM --- $52.48
  • IBM --- $41.03
  • KHC --- $36.26
  • LB --- $30.54

Retirement Account

  • 65/35 S&P 500/Bonds --- $1242.38

Total September 2019 passive income is $2,466.81

Great income month with almost 50% coming from taxable and 50% coming from my 401k. I also had another great CD income month. 

I have been shuffling my portfolio around a bit lately and will adjust my holdings on my dividend sheet page soon. 

DEFY MEDIOCRITY

Tuesday, October 1, 2019

September 2019 Net Worth




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

After 19 months of retirement, I'm right on the $900,000 mark. It's amazing how that number seems to be where my assets hover. My all-time high net worth was a hair over 917,000 a month before retirement and my post retirement month-end low was at the end of 2018 around $864,000. Most months I wind up between $885k and $900k.

Well the more things change, the more they same the same, I guess.

Anyway here are the net worth numbers for September.

Assets

Checking --- $2,400
Savings/Investments --- $476,871
Lending Club --- $524
HSA --- $2,315
IRA --- $10,422
401K --- $388,607
2014 Jeep Wrangler --- $19,500


Liabilities

$3,549

Net Worth

$900,639


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 31, 2019 --- $894,960

Sept 30, 2019 --- $900,639


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