In Budget Roundups, Money

June 2018: The Net Worth and Investments

 

Sherry’s June 2018 Net Worth

$676,156.04
Or a decrease of…
-$10,261.34 or -1.52%

This is a combination of:

Sherry Shopping + Stock Market Dropping

I know it, you know it, there’s no need to lie about it, amirite?

I don’t regret it however. NYC was so much fun, and money is meant to be spent, not hoarded like some beady-eyed Scroogette staring at a screen waiting for her net worth to go up and hit some arbitrary number to feel accomplished.

I already feel accomplished and successful. I’m not going to sit here and say that I am not proud of what I have saved and done especially for someone my age and the amounts I have saved.

I am organized, I am smart, I work hard, I play hard, and I am well ahead considering the average.

I am here to enjoy my money and have zero regrets or guilt about it.

The only thing is to not stir up any negative hate about it, especially at work, which is why I stay mum about most things unless I can trust them to not blab.

Little Bun’s June 2018 Net Worth
$27,538.67
Or an increase of…
+$367.47 or +1.33%

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


He is killing it, my baby boy. I can’t wait until he gets older (in his pre-teens?) enough to be excited about money and investing it on his own.

I want to teach him about investing, and how one dollar can grow into ten with just some smart saving.

(That is to say, NOT STICKING IT IN A SAVINGS ACCOUNT.. and actually investing that money wisely.)

DIVIDENDS FOR THE PREVIOUS MONTH

$244.36

It isn’t thousands but it isn’t nothing!

I am concentrating on this section for sure, but only after I get my retirement funds topped up.

What I hate about these registered funds is the fact that I cannot know REAL-TIME what I have as an outstanding balance and I have to wait until taxes are in and calculated.

Why?

Because once when I logged in online to check how much room I had, I topped up my registered tax account only to be then dinged for going “over” the amount by $200 or something.

Now, I have learned my lesson to just wait until a tax year is fully cleared & assessed, and then use that number on the statement to deposit money.


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Sherry of Save. Spend. Splurge.

I got out of $60,000 of debt in 18 months using TheBudgetingTool.com. Since then, 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 (savings rate = 85%). I could retire today if I wanted, but love my work-life balance as a freelancing consultant in STEM (Science, Technology, Engineering, Math). I also post daily on Instagram @saverspender.

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2 Comments

  1. A
    ArianaAuburn

    NYC is a GRRRRRREAT place for shopping and eating! Not even the strong-willed can resist the temptation to shop there. The clothing styles sold in the stores are so unique and creative that clothes shopping is an actual investment. This is due to increased complements from friends and co-workers on your sense of style.

    Reply
    1. Sherry of Save. Spend. Splurge.

      LOL! Increased investments in compliments 😉

      Reply

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