| Asset | Amount | Liabilities | Amount | Networth |
|---|---|---|---|---|
| Car | $19,500 (KBB) | Car | $21,265 | |
| Cash (Rental/Cash Acct) | $26,239 | CC Debt | $436 | |
| Lending Club | $12,307 (+71.68) | |||
| Saving | $11,206 | |||
| Taxable Investment | $200,376 | |||
| Retirement | $173,845 | |||
| Rental House 1 | $108,000 (Appraisal Value) | Rental House 1 | $56,540 | |
| Rental House 2 | $160,000 (Appraisal Value) | Rental House 2 | $91,666 | |
| Rental House 3 | $238,500 (Appraisal Value) | Rental House 3 | $224,510 | |
| Total: | $949,973 | $394,417 | $555,556 |
Here is my March 2016 net worth.
Assets
Rental checking account: $14,632 - I will keep this account up to $15,000 for repairs and will save up any excess for another future down payment for another rental house.
Personal checking account: $11,607 - I will maintain a minimum of $10,000 in this account for expense.
Saving Account:11,206 - Will save up to $20,000 for emergency, currently a work in progress.
Taxable Individual Stock
I made a purchases this month with my FRIP Account:
I purchased WMT Qty: 15 shares for $67.75 3/30/2016 Total Value: $1,069.39
(Dividend Received for this month)
3/1/16 AFL - $10.25
3/2/16 PFE - $25.80
3/4/16 MAT - $11.02
3/10/16 UTX - $9.60
3/10/16 TGT - $24.08
3/10/16 XOM - $11.68
3/10/16 EMR - $11.40
3/10/16 CVX - $21.40
3/15/16 MCD - $45.39
3/16/16 NUS - $8.17
3/21/16 ETN - $34.20
3/28/16 BAC - $40.40
Total Dividend Received from brokerage account: $253.39
Total Balance in FRIP: $87
Total Brokerage Account: $74,948
Vanguard
Taxable Investment: $128,173 Consist of my index funds total international & total stock market index funds.
Total: $128,173
Dividend Received: $127.43 from Total International Funds, $404.09 from Total Stock Index Funds
Total: $531.52
Retirement
TIRA:
$15,576 (Vanguard Total Bond Market Index Funds)
85,558 (Vanguard Total Stock Market Index Funds)
Total: $101,134
Dividend Received: $391.79 from total stock index fund. $32.92 from total bond index fund.
Roth IRA:
Vanguard Total Bond Market Index - $45,488
Total: $45,488
Dividend Received:$91.52
401k:
Vanguard Total Stock International Index - $30,253
Total: $30,253
Dividends Received: $93.20
Lending Club: $12,307 (+71.68) - I did not contribute anything here just gained from interest and reinvesting.
Total Dividend received this month: $1,466.02
Expenses
CC debt: $436 - Misc expense
Personal Home: Regular Monthly payment.
Rental Home: Regular Monthly payment.
Previous month goals:
None right now due to my situation.
Goals for this month:
It has been awhile since I have post anything. I been MIA for awhile I would like to restart this blog again. A lot of life changing decision was made so I really haven’t kept this blog up as I wanted. I’m now refreshed and would like to keep this blog up again and keep my self accountable.
- Keep this blog active and update my progress since a lot have change.
- I will post my life changing events article soon.
- Keep investing/saving and diversifying my portfolio.
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