Asset | Amount | Liabilities | Amount | Networth |
|---|---|---|---|---|
| Cash | $12,929 (-$5,717) | CC Debt | $814 (-$814) | |
| Saving | $41,640 (-$217) | Home Mortgage | $95,583 (-$200) | |
| Taxable Investment | $207,773 (+$10,398) | Rental Home | $59,371 (-144) | |
| Retirement | $131,171 (+$5,051) | |||
| Personal & Rental Home | $270,668 (-$23,708) | |||
| Lending Club | $11,449 (+606) | |||
| Total: | $675,630 (-$13,607) | $155,768 (+470) | $519,862 (-$14,077) |
Here is my August 2014 monthly net worth, I know it’s a bit late.
My net worth drop a bit buy mainly due to zillow zestimate, might not be that accurate, I might have to use my original appraisal value to keep it consistent.
*Key notes for this month:
1) Contributed $5,000 to my Vanguard Total Stock Market Index fund.
2) Purchases some dividend stock here and also added to my portfolio:
- TGT Qty: 43 shares for $58.05 8/15/14
- PFE Qty: 86 shares for $28.88 8/20/14
- YUM Qty: 20 shares for $72.14 8/27/14
Previous month goals
Contribute $5,000 + to my vanguard taxable account.CompletedPurchase 2-5 dividend stock.CompletedExpecting to pay my travel expense this month.Completed
Goal for September:
- Contribute at least $1,000 - $3,000 to Vanguard Total Stock Market Index fund.
- Start saving up more capital, I might be making a job changing decision soon so my finance might change bit. So I want to increase my saving a bit just in case I decided to change my job.
- Continue to buy more dividend stock expecting to purchase 2 - 5 dividend stocks, and also expecting dividends next month.
How did you do for your August net worth?
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