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Home > Category: Net Worth
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Viewing the 'Net Worth' Category
December 3rd, 2024 at 05:53 am
TSP $1,319,624
IRA $379,382
Brokerage $8,194
Sub-Total Investments $1,707,200
Savings $12,699
House Equity $139,000
November Net Worth $1,858,899
October Net Worth $1,762,802
Monthly Gain/Loss $96,097
Other Assets:
Car $11,000
Checking $5,207
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November 10th, 2024 at 09:30 pm
TSP $1,240,049
IRA $361,961
Brokerage $7,210
Investments Sub-total $1,609,220
Savings $14,882
Home Equity $138,700
October Net Worth $1,762,802
September Net Worth $1,789,495
Monthly Gain/Loss -$26,693
Car $11,000
Checking $4,939
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October 2nd, 2024 at 05:50 pm
Total Investments $1,629,864
Savings $20,931
Home Equity $138,700
September 2024 Net Worth $1,789,495
August 2024 Net Worth $1,760,970
Monthly Gain/Loss $28,525
September was so very expensive: moving, new home, new furniture, a lot of home supplies & services purchased. I'm looking forward to settling into a more normal or routine schedule as far as expenses goes.
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September 7th, 2024 at 05:03 am
TSP $1,230,506
IRA $360,024
Brokerage $6,141
Total Investments $1,596,671
Savings $25,823
Home Equity $138,476
August 2024 Net Worth $1,760,970
July 2024 Net Worth $1,709,201
Monthly Gain/Loss $51,769
Other Assets
Checking $9,070
Car $13,000 (average)
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September 3rd, 2024 at 09:07 am
I posted my net worth update on the 1st & again a blog has disappeared. It's so frustrating when that happens. This one had my first numbers for the house as well. I am finally moving today, but I will repost the blog when I get a chance.
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August 3rd, 2024 at 03:16 am
TSP $1,201,990
IRA $351,497
Brokerage $5,504
Total Investments $1,558,991
Savings $150,210
July Net Worth $1,709,201
June Net Worth $1,656,396
Monthly Gain/Loss $52,805
Checking $10,659
Car $10-16k
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July 13th, 2024 at 09:59 am
On Wednesday I met my next goal of $1,200,000 in my TSP. Friday my TSP closed at $1,209,480,85. Let's see how we end the month!
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July 6th, 2024 at 04:25 pm
I just posted my June New Worth, then eclipsed that with this week's gains. So much in fact that Monarch had me surpossed $1.7 million for the first time. Pretty cooly. Lucky 7! I will feel very confident when I reach $2 million. That is my goal by age 50.
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July 1st, 2024 at 01:50 pm
Good Morning and Happy July! It's been over a week since I've seen the house. I'm headed there this morning for doctor appointments and will stop by to see the updates. I'm antsy to see whatever progress they've made. I don't get nearly enough pictures. 🏡
TSP $1,169,909
IRA $342,831
Brokerage $4,946
Investments Total $1,517,686
Savings $138,710
June Net Worth $1,656,396
May Net Worth $1,624,404
Monthly Gain/Loss $31,992
Checking $13,428
Car Value $10,000-16,000
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June 1st, 2024 at 11:35 pm
TSP $1,146,260
IRA $337,601
Brokerage $4,305
Total Investments $1,487,166
Savings $137,238
May 2024 Net Worth $1,624,404
April 2024 Net Worth $1,549,558
Monthly Gain/Loss $74,846
Checking $13,490
Car Value $10,000-16,000
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May 2nd, 2024 at 10:30 am
TSP $1,093,655
IRA $321,527
Brokerage $98,438
Investments $1,513,620
Savings $35,938
April 2024 Net Worth $1,549,558
March 2024 Net Worth $1,612,782
Monthly Gain/Loss -$63,224
Checking $10,779
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March 29th, 2024 at 08:52 pm
Today is Good Friday and the markets are closed. I can update my investments, but will have to wait until Monday to add my savings & cash, and calculate my total monthly gain.
TSP $1,141,985
IRA $333,541
Brokerage $102,440
Investments $1,577,966
Savings $34,816
March 2024 Net Worth $1,612,782
Monthly Gain Loss $53,939
Checking $19,155
My brokerage account is earmarked for my downpayment on my home, which is scheduled to be completed 6 months from now. I'm glad to have 6 more months to accumulate savings. I know they say that a downpayment shouldn't be invested aggressively, but I don't want to pull the money prematurely.
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March 2nd, 2024 at 02:47 pm
TSP $1,103,630
IRA $322,758
Brokerage $98,764
Total Investments $1,525,152
Savings $33,691
February 2024 Net Worth $1,558,843
January 2024 Net Worth $1,481,220
Monthly Loss/Gain $77,623
Other Assets:
Checking $19,386
Car $10,575-16,372 (estimates)
I added my VIN to Monarch & got a vastly different car value than the one estimated from Credit Karma. Interesting. I really don't look at my car like true asset, but it does have value. However, if I had to replace my car I'd definitely be out more money.
I am sticking with Monarch. Mint was free, but I paid $50 for the year. I think it's worth it. I think it's the closest to replicating what Mint was. Still keeping Credit Karma as well.
Piling up cash as I really get serious about looking at houses is a big priority. I want to be back in my hometown by Christmas. So if I'm building I need to start soon.
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February 5th, 2024 at 12:44 am
Investments $1,448,641
Cash Savings $32,579
January 2024 Net Worth $1,481,220
December 2023 Net Worth $1,470,019
Monthly Gain/Loss $11,201
I don't include the below in my net worth.
Checking accounts $17,979
Car value $11,000
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January 4th, 2024 at 01:38 am
Investments $1,438,561
Savings $31,458
December Total $1,470,019
November Total $1,388,506
Monthly Gain/Loss $81,513
Not included, but worth mentioning. Checking accounts were $19,208 total & car value at lowest estimate is $11k. This puts me at $1.5 million net worth for the first time.
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December 30th, 2023 at 03:54 pm
2023 Q4 is done for the year:
TSP $1,040,872
IRA $306,280
Brokerage $91,409
Total Investments $1,438,561
For comparison, 2022 Q4:
TSP $810,864
IRA $243,949
Brokerage $79,994
Total Investments $1,134,888
ANNUAL Gain/Loss $303,673
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December 13th, 2023 at 04:41 pm
Yesterday my Thrift Savings Plan balance crossed $1 million for the first time. $1,001,824.87 to be exact.
My Roth IRA balance is $295,011.92. If this holds steady I can expect to cross $300k next year.
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December 10th, 2023 at 02:44 pm
$994,975.78 was my account balance on Friday. Getting close!
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December 2nd, 2023 at 10:41 am
One of my CDs pays the monthly dividend on the 1st so I'm always a day late.
TSP $980,827
IRA $290,549
Brokerage $86,295
Total Investments $1,357,671
Cash Savings $30,835
Total Net Worth $1,388,506
Monthly Gain/Loss +$117,446
Checking $16,841 (included this month just to give an idea of what I usually have for cash flow, not included in my net worth calculation)
Car $15,062 (checked Kelley Blue Book value this morning, also not included in my net worth calculation)
My investments gained another $14,000 just one day later. I'm less than $9,000 away from reaching one million in my TSP. So close!
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December 1st, 2023 at 12:49 pm
I had an alert set on my phone to open another CD at Capital One today, but have been thinking that I would just keep it liquid while looking for a house. I have two CDs maturing on January 2nd and February 1st and those are both set to transfer to savings rather than renew. That will give me a nice cushion for the new home purchase. Also, I checked rates this morning and the 5.30% 10 month CD is now 4.30%, which is what their savings account is paying. I can go to 12 months for 5.00%, but I think it's better to hold on to cash.
Net worth looks great for November. I'll post final numbers today or tomorrow. Investments are almost to July 2023 numbers. I have exceeded the high of 2021 Q4, but only because of added contributions. I am on track to max out my retirement plans.
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November 3rd, 2023 at 12:54 am
October was not a good month financially, but I had a lot of fun. I vacationed in Napa Valley & Lake Tahoe. I got back to dancing again with salsa & bachata lessons. I walked regularly. I lost weight. I looked at future homes. I still worry & pray about my mom, but I had more to sustain & relax me.
Investments $1,240,842
Cash Savings $30,218
Total $1,271,060
Monthly Gain/Loss -$35,869
My net worth dipped below $1.3 million, but I'm not worried. I don't know what the markets will do short term, but I have faith in investing long term. Next month I will have another $10,000 to ladder into a CD. Capital One is paying 5.3% for a 10 month CD. And my checking account is paying 5.25%.
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October 5th, 2023 at 03:26 am
Investments $1,277,331
Cash Savings $29,599
Total $1,306,930
Monthly Loss/Gain -$55,424
Quarterly Loss/Gain -$33,096
July was such a promising month, but it's been downhill since then. At least the interest rates on savings is paying a little more. I may lock in some more money in CDs before interest rates start dropping.
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September 7th, 2023 at 04:00 am
Investments $1,333,367
Cash Savings $28,987
Total 1,362,354
Monthly Gain/Loss -$30,326
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August 2nd, 2023 at 02:55 am
I can claim an all time investment high this month.
TSP $985,217
IRA $292,627
brokerage $86,464
Investments $1,364,308
Savings $28,372
Total $1,392,680
That is $52,044 in investment gains & $52,655 gains over last month. Maybe August will be the month I see one milllion in my TSP? I'm also not far off from $300k in my IRA. I will hopefully see that sometime next year, if not this year.
In other news, I applied for a pre-approved mortgage loan so my credit score took a hit of a couple of points due to credit inquiries, but I'm still well over 800.
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July 20th, 2023 at 10:47 am
Yesterday I got my paystub for my biweekly check. We got our raise as well as backpay. It was a nice little bonus.
The market is up this week & I'm inching towards $1 million in my TSP. My high this week (before my biweekly contribution Thursday) was $979k. I am at $1.35 million in all investments.
I also hit a liquid cash high of $50k. I don't keep that much in cash as I always look to have my money invested. Even when I was saving for my first home I didn't have that much saved.
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July 16th, 2023 at 02:09 pm
My net worth on Mint hit a new bench mark this week. I am currently at $1,401,489 in net worth. It's the first time I can recall that I've hit $1.4 million. This includes all cash & my car value.
I've also recovered the $1.33 million I had in investments at the end of 2021. I now have $1.34 million in investments. Though my TSP & IRA are quite where they were, I now have a larger brokerage account than I had at that time. We'll see how the rest of this year plays out!
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July 3rd, 2023 at 05:52 pm
We're now half-way through 2023! The second quarter was a very good quarter.
I'm almost back to where I was at the end of 2021 in my investments. I have about $30k to go to get back to where I was at Q4 2021. That's not including my contributions as I've been maxing my TSP & IRA, as well as contributing to a brokerage account since my personal investment high 18 months ago. I was at $975k in my TSP and I just knew that $1 million was around the corner. Then 2022 came and the market started its downward trend.
Investments 1,312,264
Cash Savings $27,761
Total $1,340,025
Monthly Gain $82,465
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June 3rd, 2023 at 02:08 pm
Yesterday the markets went wild on the news of the debt ceiling deal, but too late to improve my May numbers which show a loss from April. Again, this does not including my checking account cash which hovers around $15k or my car value.
Investments $1,230,403
Cash (not including checking) $27,157
Total $1,257,560
Loss $6,985
Additional contributions in April $3,250
Got two notices that my rent will rise by $20 on July due to increases in water collections from two elections. Not an issue, especially considering my recent raise. I just wish they would do something about my noisy neighbor, who thinks his apartment is a music studio.
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May 10th, 2023 at 01:59 am
Since I don't know if I'll be able to recover my lost entries, let's try this for a third time. Third time's the charm, right?
Retirement investments $1,156,452
Brokerage investments $81,542
Savings $26,551
Total $1,264,545
My brokerage account is set aside for a future home purchase and my cash savings is earmarked for future car purchases. I put $500 into each every month.
I hope to not have to buy another car until 2032, which is when all cars are projected to be electric. I know a hybrid CR-V today will cost approximately $35k with the trimmings I desire, which are nothing extravagant.
Not included in my net worth is my cash in checking accounts and car value, which amount to approximately $35k.
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April 29th, 2023 at 11:11 pm
Even though they cut me an off-cycle check all of my retroactive earnings were shown on this paycheck along with my current earnings. Thankfully, my match was accounted for from both pay periods. My premium for both health & dental were doubled up, but the FSA pro-rated for the missed paycheck. It will be just a few dollars extra every check for the rest of the year. All fine by me.
Investments are up for April, just waiting for monthly interest payments to post before my final tally.
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