In Budget Roundups, Money

September 2018: The Net Worth and Investments

Sherry’s September 2018 Net Worth

$779,103.70
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
$27,913.02
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!!!

DIVIDENDS FOR THE PREVIOUS MONTH

$345.36

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…

Share Tweet Pin It +1

Sherry of Save. Spend. Splurge.

Millionaire at 36 after getting out of $60K of student debt in 18 months, a little over a decade earlier, using TheBudgetingTool.com. Since then, I have paid my $600K home in cash (my half was $300K), my $180K casr in cash, 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 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.

You may also like

Furious.

Posted on April 3, 2017

Previous PostSeptember 2018: Income & Expenses Budget Roundup
Next PostUpdate: Parts of my Minimalist Home and Apartment - The NOT Minimal Closet and Wardrobe

No Comments

Leave a Reply