September 2015 Net Worth Update (-$23,199)
Highlights for September
- We have earned approx $3,400 (in gift cards, points, and miles) through credit card signup bonuses in the past year.
- 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.
- Im counting down to an overdue vacation in October - we are planning a family vacation for the four of us to spend a few days down in Florida and then take a Norwegian 7 day cruise. Plan to be an internet/work free vacation.
- Our investment portfolio declined ~3.65% in September, roughly inline with our benchmark. Im starting to get a little perked up based on market sentiment over the past couple months. I've been thinking the market has been overvalued for a while. Valuations are still very high IMO, but Im starting to think there may be some good investment opportunities ahead soon, we will just have to see if the trend continues. Based on the last financial crisis I recognize it may take some time to develop. Its just hard to be patient.
Related in Net Worth:
July 2018 Net Worth Update (+$52,101) (Aug 03, 2018) Highlights for JulyI come out of July feeling optimistic all the way around. We had positive developments on numerous fronts including the bottom line.In July we purchased our 5th rental property! The property market is very hot around our...
June 2018 Net Worth Update (+$22,779) (Jul 08, 2018) Highlights for JuneIn June our activity picked up a bit and we closed with another solid month in the books.Our largest individual stock holding (Genworth) had a breakout month as the US govt (CFUIS) approved the deal for it...
May 2018 Net Worth Update ($20,481) (Jul 04, 2018) Highlights for MayIn May we closed on some long term financing (5.375% 30 yr fixed) for our rentals that we used to pay off our equity line and reloaded our cash for the next acquisition. Ive started looking for...
Comments (2)
Thank you for posting this. Wow, you are doing great on your road to $2mil net worth. Your pre tax retirement accounts are very impressive. This is motivation. Thank you!
Posted by Scott | December 22, 2015 1:39 AM
Can you update the net worth and post Oct. and Nov. thanks
Posted by steve | December 25, 2015 7:52 AM