Friday, December 25, 2020

November 2020 Passive Income

 

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


Taxable Account

  • Amegy CD --- $421.27
  • T --- $198.12
  • OHI --- $174.20
  • GIS --- $51.00
  • CL --- $36.52
  • BND --- $5.43

Retirement Account

  • 65/35 S&P 500/Bonds --- $217.55

Total November 2020 passive income is $1104.09

Merry Christmas!

Thursday, December 3, 2020

November 2020 Net Worth --- Record High



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

Record Covid cases, lockdowns, contested elections....meh we just keeping breaking new S&P records. November was a fantastic month with the broader markets gaining 10.8%. Basically a year's worth of returns in 30 days. 

My net worth spiked about $55,000 this month which puts me up about $30,000 for the year and $50,000 since I retired back in February 2018. Other than wishing I had put everything in TSLA at the beginning of the year, I'm pretty content with how thing are going 😏

The march toward $1,000,000 continues.


Assets

Checking --- $14,841
Savings/Investments --- $452,086
Lending Club --- $31
HSA --- $1,858
IRA --- $12,083
401K --- $462,248
2014 Jeep Wrangler --- $15,800


Liabilities

$2,679

Net Worth

$956,268


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 --- $956,268
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