In Budget Roundups, Money

September 2018: The Net Worth and Investments

Sherry’s September 2018 Net Worth

Or a decrease of…
-$3858.10 or -0.50%


I plateaued with a small dip but I am okay with that because I know why. Shopping + Taxes = Big Hit.

Individual, personal millionaire by next year??

My grand plans have still not changed.

I am aiming for $800,000 as my net worth by the end of the year and $1,000,000 by the end of next year.

Not sure if I will make it because it depends on if they keep me working or not but we will see.

In the meantime I’m enjoying it as it comes.

One day at a time.

Little Bun’s February 2018 Net Worth
Or an increase of…
+$531.86 or +1.91%

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

At least my baby did better this month than I did. WOO HOO FOR INCREASES!!!



I still got some dividends from last month but as you can see with the spikes, the payouts really happen quarterly…

Will get more into this, after this year closes and all the tax dust settles…

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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 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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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


HATES: being late & lazy people

SOCIAL: Instagram @saverspender

DRINKS: homemade matcha lattes

SLEEPS: on a 100% cotton U.S.-made futon

WRITES: Books (also available on Amazon).

BEAUTY: swears by Paula’s Choice


…but you can read more about me , browse my index of posts, or get in touch with me, talk to me directly on Instagram, and of course, ask me anything here.

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Also, I am not a professional investment advisor or money manager by any means.

I am just a woman who loves money, talking about money, and making money.

All opinions expressed on this blog are personal and for entertainment value. Take them with a grain of salt and always consult a professional when in doubt.