August 2020 Net Worth

 

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

WOW! The S&P 500 skyrocketed another 7% in August!! This is super impressive given the 5.5% jump in July. 

My net worth jumped almost $21,000 shattering a beginning of the year net worth of $926k. Currently my net worth is a shade over $944k.

There's no way to spin things. This has been a phenomenal year for investors! Given a 30% jump in the S&P 500 in 2019 coupled with this year's plague, I never imagined we would be where we are today.

Now for a small splash of cold water....My 401k (65/35 S&P/bonds) was responsible for $20k of the $21k gain. My taxable account brought about $4k to table and then expenses ($3600) dropped the gain back down to $21k.

Ideally I would like the taxable portion to grow a bit faster (XOM, MO, T ughhh), but I'm still in great shape. In the end, as long as the overall trend is up I'm good with it.

I hope everyone else is enjoying this wave. It may be tougher sledding during the last four months of the year.

Assets

Checking --- $3709
Savings/Investments --- $461,372
Lending Club --- $31
HSA --- $1,858
IRA --- $11,133

401K --- $450,640
2014 Jeep Wrangler --- $16,500

Liabilities

$1,087

Net Worth

$944,156

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 --- $944,156

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