*Dividend Income: Discount Brokerage = $200 *Discretionary Spending: Eating Out = $100 Others = $400 *Net Worth: Assets: Cash = $3,200 (-$1,500 MoM) Stocks = $71,800 (+$600 MoM) Home = $243,000 Liabilities: Mortgage = $209,800 (-$300 MoM) LOC Balance = $1,000 (-$500 MoM) Other Loans = $18,700 (*1,900 MoM) Total Net Worth = $88,500 ( +2.08% MoM) First… Read More »
Vacation for last 2 weeks. Now, back to business. *Dividend Income: Discount Brokerage = $300 *Discretionary Spending: Eating Out = $100 Others = $200 *Net Worth: Assets: Cash = $4,700 (-$1,400 MoM) Stocks = $71,200 (+$3,000 MoM) Home = $243,000 Liabilities: Mortgage = $210,100 (-$300 MoM) LOC Balance = $1,500 (-$2,500 MoM) Other Loans = $20,600 (+$4,100) Total Net… Read More »
*Dividend Income: Discount Brokerage = $200 Discretionary Spending: Eating Out = $200 Others = $1100 *Net Worth: Assets: Cash = $6,100 ( +$1,600 MoM) Stocks = $68,200 ( +$20,100 MoM) Home = $243,000 Liabilities: Mortgage = $210,400 (-300 MoM) LOC Balance = $4,000 Other Loans = $16,500 Total Net Worth = $86,400 ( +1.77% MoM) Big month for… Read More »
*Dividends: Discount Brokerage = $100 Discretionary Spending: Eating Out = $50 Others = $90 *Net Worth: Assets: Cash = $4,500 ( -$3,100 MoM) Stocks = $48,100 ( +$4100 MoM) Home = $243,000 Liabilities: Mortgage = $210,700 (-300 MoM) LOC Balance = $0 Total Net Worth = $84,900 ( +1.56% MoM) I put some more money into the stock… Read More »
*Dividends: Discount Brokerage = $300 Discretionary Spending: Eating Out = $185 Others = $5 *Net Worth: Assets: Cash = $7,600 ( +$2,100 MoM) Stocks = $44,000 ( -$100 MoM) Home = $243,000 Liabilities: Mortgage = $211,000 (-300 MoM) LOC Balance = $0 Total Net Worth = $83,600 ( +2.83% MoM) Great dividends for April. Unfortunately however,… Read More »
*Dividends: Discount Brokerage = $200 Discretionary Spending: Eating Out = $65 Others = $164 *Net Worth: Assets: Cash = $5,500 (Unch MoM) Stocks = $44,100 (+1200 MoM) Home = $243,000 Liabilities: Mortgage = $211,300 (-300 MoM) LOC to buy stocks last month = $0 (-$3,900) Total Net Worth = $81,300 ( +7.26% MoM)Received income tax return this month… Read More »