Wednesday, August 5, 2020

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


2 comments:

  1. MDP -

    Who would have guessed we would be right back up to where we were... INSANE!!

    Stay hungry out there!

    -Lanny

    ReplyDelete
    Replies
    1. Lanny,

      I really expect the unexpected at this point. I literally from year to year don't know if the portfolio is going to increase 100k or decrease 100k. Wild times, but enjoyable at the same time

      MDP

      Delete