Author Topic: Race from 250 to 500k!  (Read 253823 times)

neo von retorch

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Re: Race from 250 to 500k!
« Reply #1450 on: January 02, 2019, 06:42:58 AM »
Liquid + Investments
Quote
11/30/2017$244,302(+$5,973)
12/31/2017$269,821(+$25,519)
1/31/2018$267,190(-$2,631)
2/28/2018$273,837(+$6,647)
3/31/2018$289,294(+$15,457)
4/30/2018$287,707(-$1,587)
5/31/2018$295,040(+$7,318)
6/30/2018$300,603(+$5,563)
7/31/2018$299,781(-$822)
8/31/2018$317,760(+$17,979)
9/30/2018$334,469(+$16,709)
10/31/2018$338,136(+$3,667)
11/30/2018$343,573(+$5,437)
12/31/2018$312,879(-$30,694)

No investment changes logged...
Solid interim month with reasonable spending, normal income and full rental. Very curious how my quarterly investment update will go at the end of the month...

ETA: Noticed I've on this thread with my liquid/investments for a year now... and the difference is just a hair under $100k :)

Unsurprisingly, logging Q4 market value changes resulted in a negative! Great dividends in 2018, continuing a great progression year-over-year. Lets all buy lots of stocks in 2019!

turketron

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Re: Race from 250 to 500k!
« Reply #1451 on: January 02, 2019, 07:35:34 AM »
April 2015: $98k
May 2015: $111k
June 2015: $112k
July 2015: $113k
Aug 2015: $113k
Sept 2015: $116k
Nov 1 2015: $120,330.91
Dec 1 2015: $138,810.56

Jan 1 2016: $141,251.00
Feb 1 2016: $135,573.00
Mar 4 2016: $138,331.39
Apr 1 2016: $146,788.37
May 1 2016: $149,149.52
Jun 1 2016: $161,205.21
July 1 2016: $165,947.80
Aug 1 2016: $176,198.00
Sep 1 2016: $178,840.37
Oct 1 2016: $184,372.64
Nov 1 2016: $181,625.28
Dec 1 2016: $187,972.57

Jan 1 2017: $193,414.19
Feb 1 2017: $200,758.63
Mar 1 2017: $211,677.78
Apr 1 2017: $217,643.71
May 1 2017: $225,773.04
Jun 1 2017: $232,222.09
July 1 2017: $235,779.19
Aug 1 2017: $244,461.55
Sept 1 2017: $247,101.69
Oct 1 2017: $256,365.91
Nov 1 2017: $266,140.14
Dec 1 2017: $279,806.93

Jan 1 2018: $283,829.36
Feb 1 2018: $304,851.88
Mar 1 2018: $303,796.17
Apr 1 2018: $307,682.67
May 1 2018: $315,634.59
Jun 1 2018: $337,046.55
July 1 2018: $340,399.63
Aug 1 2018: $363,304.76
Sept 1 2018: $385,572.12
Oct 1 2018: $392,296.56
Nov 1 2018: $370,000.25
Dec 1 2018: $386,361.40

Jan 1 2019: $359,505.30


Down again, but now that it's 2019 I'll be contributing to my 401k again, and I plan on fully funding my IRA for the year later this afternoon. Now's a good time to buy!

https://docs.google.com/spreadsheets/d/1AU7U1LTOW0D-_TiWUZJ7OSolSB_ULYQC2ZWSNW5hig0/edit#gid=0

afuera

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Re: Race from 250 to 500k!
« Reply #1452 on: January 02, 2019, 08:24:59 AM »
12/1/2017: INV-$256,324.07    NW-$266,011.53
12/1/2018: INV-$356,143.09    NW-$379,134.48

1/1/2019: INV-$332,761.13     NW-$357,901.80

Sale continues.  Going to try and max the IRAs while prices are nice and low.  Looking forward to picking up the pace in 2019.

fattest_foot

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Re: Race from 250 to 500k!
« Reply #1453 on: January 02, 2019, 08:26:30 AM »
Never joined this group, but last year I kept track of our accounts every month for the first time. I didn't realize just how brutal December was until this morning. But seeing some other people with similar numbers was really helpful in October and November when their net worth fell about the same, so I figured I'd post mine.

Will go ahead and back fill all my numbers:

12/2014: $97,686
12/2015: $129,157
12/2016: $206,179
12/2017: $317,990

1/2018: $341,983
2/2018: $333,875
3/2018: $328,485
4/2018: $338,787
5/2018: $353,747
6/2018: $361,028
7/2018: $381,336
8/2018: $402,486
9/2018: $408,560
10/2018: $383,538
11/2018: $397,907
12/2018: $366,214

I think the part that stings the most is we actually had more than $50k in contributions but ended up with less than that at the end of the year. Oh well, it'll just make the bounce back better.

Imustacheyouaquestion

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Re: Race from 250 to 500k!
« Reply #1454 on: January 02, 2019, 02:38:26 PM »
Jul 2018     $250,737.17
Aug 2018     $258,326.17 
Sep 2018     $271,396.46
Oct 2018     $276,447.64
Nov 2018     $258,733.03
Dec 2018     $272,495.64
Jan 2018      $255,892.49 -$21603.15

https://docs.google.com/spreadsheets/d/1AU7U1LTOW0D-_TiWUZJ7OSolSB_ULYQC2ZWSNW5hig0/edit#gid=0

Hello, stock market volatility. Paid off a small student loan with a variable interest rate since rates were set to increase on 12/31/18. Happy to buy some more shares with our final paycheck deductions of 2018. And I guess glad that I didn't slip back into the race to $250k thread - although maybe that'll happen next month :/

JLee

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Re: Race from 250 to 500k!
« Reply #1455 on: January 02, 2019, 03:04:29 PM »
Never joined this group, but last year I kept track of our accounts every month for the first time. I didn't realize just how brutal December was until this morning. But seeing some other people with similar numbers was really helpful in October and November when their net worth fell about the same, so I figured I'd post mine.

Will go ahead and back fill all my numbers:

12/2014: $97,686
12/2015: $129,157
12/2016: $206,179
12/2017: $317,990

1/2018: $341,983
2/2018: $333,875
3/2018: $328,485
4/2018: $338,787
5/2018: $353,747
6/2018: $361,028
7/2018: $381,336
8/2018: $402,486
9/2018: $408,560
10/2018: $383,538
11/2018: $397,907
12/2018: $366,214

I think the part that stings the most is we actually had more than $50k in contributions but ended up with less than that at the end of the year. Oh well, it'll just make the bounce back better.

Yeah, I was disappointed at first that my net worth is actually lower this year vs last, despite maxing HSA, IRA, 401k, and selling my house and putting $75k into additional taxable investments right at the market peak. Then I remembered that I'm still relatively early in my contribution phase, and buying on sale is far more beneficial to me now than it will be in 5 years!

facepalm

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Re: Race from 250 to 500k!
« Reply #1456 on: January 03, 2019, 04:34:39 AM »
Looks like I haven't posted in a few months.

Apr-17   255,900
May-17  263,800
Jun-17   268,100
Jul-17    273,100
Aug-17  276,800
Sep-17  284,500
Oct-17   292,100
Nov-17  302,000
Dec-17  309,500
Jan-18  318,100
Feb-18  321,800
Mar-18  313,540
Apr-18  322,810
May-18  328,600
June-18 331,857
July-18  340,250
Aug-18  341,769
Sep-18  348,467
Oct-18  343,957
Nov-18 347,468
Dec-18 340, 952

The market is down . . . but stocks are on sale!


tarheeldan

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Re: Race from 250 to 500k!
« Reply #1457 on: January 06, 2019, 06:01:50 AM »
Thanks! He is, but it's a work in progress getting his blood pressure under control.

Down -$525.42 to $282,014.86. Spinnin' wheels. Could be worse. A Happy New Year to everyone!

Glad to hear that :)

My net worth fell by 5.1% or $13,061.67 to $242,205.85 last month. International holdings, which performed well in 2017, did the opposite last year. It's good to have stocks on sale at this stage of the FIRE journey :)

Happy New Year!

gmdv

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Re: Race from 250 to 500k!
« Reply #1458 on: January 06, 2019, 10:46:49 AM »
August 2017 - $295k
September 2017 - $310k
October 2017 - $314k
November 2017 - $319k
December 2017 - $328k
January 2018 - $336k
February 2018 - $331k
March 2018 - $341k
April 2018 - $345k
May 2018 - $353k
June 2018 - $376k
July 2018 - $379k
August 2018 - $379k
September 2018 - $377k
October 2018 - $369k

November 2018 - $382k
1/5/2019 - $374k

Decided to engage in some market timing and reallocated my entire IRA to cash yesterday.  If market moves up in the next few weeks, I'll do the same with my 401k too.  Set future 401k contributions to aggressive growth funds and will be looking to slowly get back in on the dips.

Res Ipsa

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Re: Race from 250 to 500k!
« Reply #1459 on: January 06, 2019, 02:12:06 PM »
June 1, 2017:    $349,328
July 1, 2017:     $362,675
Aug. 1, 2017:    $373,748
Sept. 1, 2017:   $378,549
Oct. 1, 2017:     $389,829
Nov. 1, 2017:    $396,444
Dec. 1, 2017:    $407,245
Jan. 1, 2018:     $412,626
Feb. 1, 2018:     $433,521
March 1, 2018:  $418,873
April 1, 2018:    $410,875
May 1, 2018:     $439,719
June 1, 2018:    $446,814
July 1, 2018:     $451,330
Aug. 1, 2018:    $469,413
Sept. 1, 2018:   $491,582
Oct. 1, 2018:     $496,037
Nov. 1, 2018:     $465,386
Dec. 1, 2018:    $473,869
Jan. 1, 2019:     $436,390
Got hit with some unexpected emergency expenses last month and my (admittedly aggressive) index/mutual fund mix got hammered.  Glad stocks are on sale and hope they stay down until April when I should be able to dump in my 401k match/bonus.

SAfAmBrit

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Re: Race from 250 to 500k!
« Reply #1460 on: January 06, 2019, 08:29:56 PM »
Been missing a while. New job - although one year old now is all consuming. Made progress for the year and have a few numbers -

If I believe zestimate i am currently at $ 573,507 in personal capital
If you believe my conservative spreadsheet I am at $520,223 (I keep my house price on the low side)

I has been a great year financially but I think at a cost of personal happiness and well-being. My fundamental question has become how much is enough, when is it enough and how to I get where I want to go but not sacrifice.

July 2016 - $257,306
August 2016 - $264,625
September 2016 - $270,695
October 2016 - $283528
November 2016 - $291396
December 2016 - $295603
January 2017 - $303,195
March 2017 - $333,323
April 2017 - $340,884
May 2017 - $346,568
June 2017 - $357,230
July 2017 - $365,912
August 2017 - $370,689
September 2017 - $380,412
October 2017 - $390,025
November 2017 - $400,070
December 2017 - $404,188
January 2018 - $419426
February 2018 - $423744
April 2018 - $436203
December 2018 - $523,330

It was looking better until stocks went on sale. I think I hit $500,000 in September.  I cannot believe that we increased by a quarter of a million (sounds good) in 2 years.

Jaayse

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Re: Race from 250 to 500k!
« Reply #1461 on: January 10, 2019, 06:36:40 PM »
2017
April 15 -           164,900
May 1 -             ? (Lost info)
June 1 -            ? (Lost info)
July 1 -             180,808
August 10 -       189,280
September 1 -   193,727
October 1 -        209,968
November 1 -     220,602
December 1 -     225,918

2018
January 1-         232,213
February 1 -       245,447
March 1 -           242,789
April 1 -             246,140
May 1 -              318,398 (sold house)
June 1 -             328,870
July 1 -              342,159
August 1 -          354,936
September 1 -    366,727
October 1 -        374,465
November 1 -     361,296
December 3 -     370,140

2019
January 1 -        356,542

Stocks are on sale and I just hope the recession begins so I can power up my savings.  I'm very happy with the progress I made this past year and although I had a pay cut due to my move, I hope to keep my expenses down and save a good portion of my pay.

Apples

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Re: Race from 250 to 500k!
« Reply #1462 on: January 12, 2019, 03:37:20 PM »

May 1 2018:  $250,453.08
June 1 2018:  $256,005.82
July 1 2018:  $259,624.40
August 1 2018:  $268,077.64 
September 1 2018:  $275,103.83
October 1 2018:  $279,499.81
November 1 2018:   $273,503.01
December 1 2018:  $278,858.64

Jan 1 2019:  $272,446.08   Aaaaaand back down.  I forgot I track our income one month behind, so the December bonuses won't show up until the Feb 1 post.  Our NW went up about $50,000 in 2018, so that's nice!  I'm looking forward to when it goes up as much as our net pay, then gross pay, then multiples of that!

pharmmm

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Re: Race from 250 to 500k!
« Reply #1463 on: January 13, 2019, 06:48:34 PM »
Dates   Net
Jan-18   $146,942.28
Feb-18   $150,841.13
Mar-18   $156,742.55
Apr-18   $172,756.36
May-18   $201,801.96
Jun-18   $214,786.28
Jul-18   $231,769.16 - finished paying off wife's student loans
Aug-18      $249,123.47 - graduated 100k-250k thread
Sep-18      $258,395.09
Oct-18      $248,179.75
Nov-18     $257,003.34

Dec-18     $242,073.48

Seriously tired of waffling around this number. Since the end of August when I first hit $250k, I've shoveled in $41,296.34 of net worth outside of market activity and managed to drop 8k. 50k evaporated. Looking up so far this month, though. Long term, long term.

MrUpwardlyMobile

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Re: Race from 250 to 500k!
« Reply #1464 on: Today at 08:46:16 PM »
1/12/18 - $75,103.12
1/16/18 - $83,567.53
2/1/18 - $94,138.48
2/15/18 - $91,543.60
3/4/18 - $106,647.81
3/15/18-$113,810.14
4/1/18-$118,457.70
4/13/18-$122,591.10
5/1/18 - $124,603.56
5/15/18 - $129,202.24
5/31/18 - $150,940.36
6/16/18 - $154,273.90
6/30/18- $155,247,41
7/16/18 - $182,310.10
8/1/18 - $186,730.18
8/15/18 - $188,050.23
9/1/18 - $192,672,95
9/17/18 - $196,425.73
10/1/18 - $197,629.50
11/1/18 - $200,082.02
12/28/18 - $270,941.02

1/15/19 - $283,556.88

 Mostly market gains, nothing interesting happening at the moment.