Friday, November 27, 2020

October 2020 Passive Income

 



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



Taxable Account

  • Amegy CD --- $421.27
  • MO --- $344.00
  • PM --- $96.60
  • GEO --- $64.60
  • BGS --- $47.50
  • SPG --- $26.00
  • BND --- $5.41
  • CSCO --- $5.04
  • KO --- $2.87

Retirement Account

  • 65/35 S&P 500/Bonds --- $199.25

Total October 2020 passive income is $1201.95

Great start to the 4th quarter. MO and PM did most of the work and my payment from MO will be even larger in January. I would like to get the payments from KO and CSCO up, but the stocks prices have really jumped. 

Monday, November 9, 2020

October 2020 Net Worth


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

Well here I am back to $900,000. It's uncanny how I continue to gravitate towards this level. Obviously October was a tough month for the markets as the election approached and we experienced the third wave of Covid. I'm losing track of the wave total. I'm still confident that I will end the year with a net increase in net worth. We shall see.

Anyway Life is Good and November is off to a fantastic start. Keep pushing everyone!!


Assets

Checking --- $3,063
Savings/Investments --- $441,597
Lending Club --- $31
HSA --- $1,858
IRA --- $11,194
401K --- $430,294
2014 Jeep Wrangler --- $16,100


Liabilities

$3.055

Net Worth

$901,082


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 --- $922,946
Oct 31, 2020 --- $901,082

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

Sunday, November 1, 2020

September 2020 Passive Income

 


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


Taxable Account

  • Amegy CD --- $421.27
  • XOM --- $270.57
  • ABALX --- 251.26
  • WBA --- $89.76
  • DOW --- $85.40
  • IBM --- $78.24
  • BP --- $77.50
  • RDSB --- $58.24
  • UPS --- $43.43
  • MMM --- $42.63
  • JNJ --- $23.23
  • PFE --- $21.66
  • KHC --- $16.00
  • WFC --- $15.50
  • SO --- $5.76
  • VFC --- $5.76
  • BND --- $5.71
  • EMR --- $3.00

Retirement Account

  • 65/35 S&P 500/Bonds --- $1,232.25

Total September 2020 passive income is $2,746.97.

Sorry I'm a bit late reporting. I love the 3,6,9,12 months as they are the highest paying. Solid month despite absorbing cuts and eliminations.