Friday, February 8, 2019

Net Worth Update – DECEMBER 2018 $32,396 (-$608)


Net Worth Update – DECEMBER 2018 $32,396 (-$608)

Here are my December numbers.

Month:
November
December
change
ASSETS



Checking Account
$500
$500
0
Emergency Fund
$13,550
$12,850
-$700
TD Ameritrade Account
$1,005
$1,824
+$819
Simple IRA
$5,358
$4,917
-$441
401(k)
$6,091
$6,172
+$81
T100
$2,000
$2,000
0
Corolla
$1,000
$1,000
0
4Runner
$3,500
$3,500
0
Total Assets
$33,004
$32,763
-$241
LIABILITIES



Bank Visa
0
+$367
+$367
Total Liabilities
0
0
0
Net Worth
$33,004
$32,396
-$608

Checking Account:  This account, for the most part will remain around $500, after everything hits.

Emergency Fund:  -$700  Duh, it’s December, so CHRISTMAS PRESENTS!!!  LOL, that wasn’t really why since I already budgeted Christmas presents, but I did spend a little more than I budgeted.  Also, I transferred some to my TD Ameritrade account and didn’t add much in here in December.

TD Ameritrade Account:  +$819  So I told myself if Ford ever hits $7.50, I’d buy more.  Well, it did, actually hitting $7.42.  BUT, I wasn’t ready for it.  I forgot to transfer money from my bank account when I saw it tracking down below $8.00.  I figured I missed it, but transferred $1,000 anyway and put my order in anyway.  It did hit $7.48 or so again, so my purchase at $7.50 went through when it did.  There you go – I said I was done buying for a while, but I couldn’t resist getting in more shares.

Simple IRA:  -$441 – The market was weird at the end of December (and still is) so my Simple IRA dropped slightly.  I’d like to transfer this account to Vanguard, but haven’t yet.

401(k):  +$81 – This is my work account and I contribute 5% with my company putting in 4%, but with the market dropping, I only show a slight increase.

Cars:  Nothing new here

Bank Visa:   +$367 – On 12/30, my daughter puppy-eyed me and asked if I could help her with an upcoming conference in NYC and she’d send the reimbursement check to me.

Overall  -$608 not a bad month considering spending a lot and putting some charges on my credit card.

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