Thursday, December 26, 2019

Weekly Stock Purchases


Here are my weekly JPM stock purchases




  • OHI:  6 shares @ $41.45 --- Yield  6.47% 
  • WBA:  4 shares @ $58.52 --- Yield  3.13%
  • CL:  4 shares @ $68.64 --- Yield  2.51%

Total capital invested is $757.34 with a combined yield of 3.99%. These purchases will add $30.28 to my yearly dividends.

WBA is a relatively new position and I will try to build it up to around 80 shares in the coming months.

DEFY MEDIOCRITY

Thursday, December 19, 2019

Weekly Stock Purchases




Today I added to my MO, XOM, and CL positions.


  • MO:  5 shares @ $51.32 --- Yield  6.55%
  • XOM:  3 shares @ $69.58 --- Yield  5.00%
  • CL:  4 shares @ $68.08 --- Yield  2.53%

Total capital invested is $737.61 and the yield is 4.63%.  These purchases will add $34.12 to my yearly dividends.

DEFY MEDIOCRITY

Wednesday, December 18, 2019

November 2019 Passive Income




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


Taxable Account

  • Amegy CD --- $592.77
  • T --- $231.54
  • GIS --- $49.00
  • PG --- $26.11
  • ABBV --- $23.60

Retirement Account

  • 65/35 S&P 500/Bonds --- $255.53

Total November 2019 passive income is $1178.55.

Another solid month of income although my taxable income dropped a bit after selling off the E-trade account. I am currently adding back positions to my Chase account and hope to keep my monthly income in the $1,000+ range starting next year.


DEFY MEDIOCRITY

Monday, December 2, 2019

November 2019 Net Worth




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

Well another month is in the books and November marked the third month in a row that I surpassed the $900k level. In fact, I hit a new post retirement high eclipsing $915k. When I became FI 21 months ago I started with out with $909k in total net worth. While I'm still $2k away from my all time high of $917 reached a month before FI, I feel pretty good about the trajectory.

My 401k reached a new all time high surpassing $400k and has been a steady engine for my portfolio. Nothing is guaranteed, but if I can get a "double" in the next 20 years I will feel super good about receiving roughly 2500 a month SS combined with $800k in retirement funds.

More important than my net worth, I am completely content with life. As I type this entry, I am sitting in front of a warm fireplace watching Monday night football while my girlfriend works on a Rotary project and my mom is sits with our Chihuahua putting together a jigsaw puzzle. Our minds our totally free and we spend our time "living in the now". I will never be able to adequately express how liberating this is.

Here is my net worth summary from November.

Assets

Checking --- $42,679
Savings/Investments --- $440,353
Lending Club --- $419
HSA --- $2,015
IRA --- $10,776
401K --- $403,355
2014 Jeep Wrangler --- $18,700


Liabilities

$2,763

Net Worth

$915,534


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
Oct 31, 2019 --- $904,935

Nov 30 2019 --- $915,534


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