In Budget Roundups, Money

December 2018: The Net Worth and Investments

Sherry’s February 2018 Net Worth

$772,324.12
Or a decrease of…
-$21,520.48 or -2.79%

THOUGHTS

So… you can earn a great income, but if you spend it (*ahem* $5000 in luxury spending), and the stock market goes down the drain, there is not much you can do to combat it.

The best thing is just to:

Seriously.

Just keep calm, try not to get fired from being too vocal and frustrated at work… and keep on with a great freakin’ offense. MONEY MONEY MONEY.

Then the great defense is to *cough* stop spending on designer bags. Ugh. Once the gates opened.. omg…

But look! 😀


 

Little Bun’s February 2018 Net Worth
$26,145.98

Or a decrease of…

-$993.09 or -3.80%

This is how I invest his money in the stock market.

Little Bun knows the whole point is just to stay calm and keep invested.

He started the year with $23,000, his peak was $27,000 and he went down to $26,000 but he is still up from the start of the year.

ALL IS GOOD.

We will continue to plow his money from the government into the market, and that’s it.

DIVIDENDS FOR THE PAST 2 MONTHS

November $304.56

December $640.97

I don’t have the December numbers yet, but in my 2018 Yearly Roundup, if I wait a week or so, I will have the numbers ready.

The plan for my dividends was to eventually reach a $1000 / month average, and that is coming along nicely.

I would eventually like to have it reach $30,000 but even if I don’t, I am okay with other sources of income supplementing it until it reaches that.

I just need to make more money, save it, buy more stocks that pay dividends, wash, rinse and repeat.

How did your year end month go so far?

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Sherry of Save. Spend. Splurge.

Am my own Sugar Daddy. Am a millionaire at 36 after getting out of $60K of student debt in 18 months, a little over a decade earlier, using TheBudgetingTool.com. I have worked 50% of my career (taking 1-2 year breaks), and quadrupled my income within 2 years of graduating, going from $65K to $260K with an average lifetime savings rate of 50%. I have 11 side incomes that are on track in 2020 to make me $50K - $75K. I could retire today if I wanted, but love my work-life balance as a freelancing consultant in STEM (Science, Technology, Engineering, Math). I am all about balance - between time and money, and also enjoying my money. I also post daily on Instagram @saverspender.

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4 Comments

  1. GYM

    Beautiful bags! Keep calm and invest on. It’s good that you are working right now to be able to put more capital into your investments. If I was on mat leave I would be panicking as it’s nice to have cash on hand to buy more.

    Reply
    1. Sherry of Save. Spend. Splurge.

      This year, 2019, is going to be my BOSS year. Money money money, save save save, build and smash that $1M mark. I have a goal. It is within reach.

      Reply
  2. Grace

    I will see a dedicated post about the bags you purchased!

    Reply

Leave a Reply

In a nutshell…

Save. Spend. Splurge.
[ wealth. style. minimalism. ]

——

MOST DEBT: cleared $60K in 18 months

MONEY: Hit $1M personal net worth At 36

NEW GOAL: $1M in invested assets

FAVOURITE DAY: payday

HATES: being late & lazy people

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——

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