Tuesday, July 7, 2020

June 2020 Net Worth



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

Well I was able to squeeze out a slight gain for June and am almost back to $900,000. Talk about reversion to the mean.

I have been bouncing all around 900k for 2 1/2 years now and am still there. It's crazy. At the beginning of this year I was thinking I would would finally escape gravitational pull and hit that ever elusive $1,000,000 mark. Things obviously went sideways in a hurry back in March and I briefly dipped below $800k.

Fortunately I kept cool and shifted some cash into my taxable brokerage account and added mores stock. I also was the beneficiary of a timely 401k rebalance at the end of March. At the end of June there was another 401k rebalance back. Buy low sell high. Rebalance...Repeat.

Hopefully the back half of 2020 is a little more stable. We shall see.


Assets

Checking --- $6,112
Savings/Investments --- $454,452
Lending Club --- $50
HSA --- $2,015
IRA --- $10,588
401K --- $410,279
2014 Jeep Wrangler --- $16,900


Liabilities

$1,733

Net Worth

$898,663


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 --- $898,663

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

1 comment:

  1. What a little, is like a bike's wheel turning in the mud. Maybe you must diversify your actives.

    ReplyDelete