July 2020 Passive Income

 

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



Taxable Account

• Amegy CD --- $407.68
• MO --- $322.56
• PM --- $97.11
• GEO --- $91.20
• BUD --- $51.02
• BGS --- $47.50
• SPG --- $26.00
• BND --- $5.71
• KO --- $2.87

Retirement Account

• 65/35 S&P 500/Bonds --- $209.27

Total July 2020 passive income is $1261.06

Good solid month with a few new payers (BUD & SPG). M no longer pays a dividend and is falling like a rock. I've also been adding MO pretty consistently this year and now am receiving over $300. PM is also a big payer at close to $100. 

I'm going to continue adding more stock and hopefully do a better job of reporting the buys. I've been pretty lax in doing that. As CD's continue to expire at the end of this year, I'll likely add more to positions like XOM, JNJ, T, & MO in order to maintain income levels.

DEFY MEDIOCRITY

July 2020 Net worth

All figures except my Jeep value are calculated using Mint.com.

The S&P 500 was up about 5.5% in July so good things continued to happened. While I did finish quite at an all time high (that was reached back in January), the portfolio is up almost the amount of what I have spent on living expenses. Never would have guessed this could happen back in March.

August is off to a great start as well and 2020 while not as great as 2019 could go down as a very solid year. I am very pleased with the results!

Assets

Checking --- $3548
Savings/Investments --- $459,941
Lending Club --- $50
HSA --- $1,858
IRA --- $10,882
401K --- $431,903
2014 Jeep Wrangler --- $16,700

Liabilities

$1,844

Net Worth

$923,038

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 --- $923,038

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