June 2015 Net Worth Update (+2,172)

Highlights for June

  • We have earned approx $3,400 (in gift cards, points, and miles) through credit card signup bonuses in the part year. We just finished the last 2 offers and will be looking for my next opportunity.
  • Our properties are listed on our balance sheet based on their cost basis, not current market value. We have done this during the the real estate market highs and lows. I believe real estate is too illiquid to list based on recent sale transactions.
  • I received my employer's annual bonus in June. It was small, but better than last year's ($0) so a step in the right direction.
  • I took a step to move some of our available cash ($5,000) to accelerate paydown of the mortgage on Rental #3. Its the highest interest rate (5% fixed) debt we have.
  • In June we spent a week at Myrtle Beach for a vacation. These days I feel like we need a vacation every month. I would like more opportunities to slow down with the family.
  • In June I sold a significant portion of our Bank ETF (KBW) as it hit new highs and our investment portfolio monthly return (-2.12%) was slightly worse than our benchmark (-2.09%).

Related in Net Worth:

July 2017 Net Worth Update (+$25,312) (Sep 05, 2017) Highlights for JulyAnother great month in the books for 2017. If this was a typical net worth month for us we'd be financially free in I've ramped up post-tax contributions to my 401k plan. I intend to try out...

June 2017 Net Worth Update (+$26,879) (Jul 21, 2017) Highlights for JuneFinally a net worth jump to get excited about. I've been a little frustrated with Mint lately as some of my account values weren't getting updated. I finally spent some time in June to get those fixed...

May 2017 Net Worth Update(+$12,231) (Jul 21, 2017) Highlights for MayAnother month, more gains in the stock market. It seems to just go up, up, up. That is when I get uncomfortable as a value investor, who knows what will happen.I had another 2 week business trip...

Comments (1)

Great progress. Are you really going to stop at $2M?

Much of your assets are un-spendable, like RE. Hopefully they produce a great income stream.

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About 2millionblog.com

A personal finance weblog of my journey to reach my goal of $2 million + the value of my primary residence.
Current Net Worth: $1,701,144


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