Net Worth Update May 2018- Liquid AF

May finally snapped the 3 month losing streak that I’ve had, the first in a very long time. For the month, I finished up a positive $31,864.58 or 3.15%, the second best month of the year behind January. It feels good to be on in the positive for the month. Net worth sits at $1,044,846.34. I’ve been floating around the 1 to 1.1 million for the year. However, for the year, I am still down -$10,682.25 or -1.01% for the year.

Compared to the S&500, which saw a 3.50% return through the end of May, I have a lot of ground to still make up. For the month of May, the S&P500 saw a 1.90% return. So, again I was able to chip away at my underperformance on the year. For the month of May, one of my stocks in particular saw a major outperformance and accounted for about $15,000 of the gains. WWE has been on fire and it has become a top 5 holding in my portfolio (all sitting in my Roth IRA!).  The second half of the month was particularly good as I saw several days of outperformance on both positive and negative days for the markets.

For any new readers, my net worth is super simple.  I have absolutely no debt (including house, cars, student loans).  Basically, I am liquid AF.  For my net worth, I only count financial assets, so I don’t include material possessions like house, cars, shit in the house (I like to keep it simple).  So here goes the charting of my net worth since 1999…

While I am working to get to the $2 Million marker within the next 7 years, I should also note the slow and steady increases in dividend income.  For 2018,I will just past the $25,000 marker for dividends.  This allows me to never really touch my portfolio.

I have exactly 2 days left for being under contract to work.  I do have plans to eventually leave the work force again, but for the time being it stills serves as a distraction for me to keep my mind active and off of other things.  I just wish the work was mentally stimulating.  It’s just nice to know I will be able to leave without having to repay the signing bonus.


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Readers Comments (2)

  1. Wow, 25k this year, well done! You are killing it with dividend income! We seem to be roughly the same age and walking very similar paths. I look forward to following your journey a little closer.

    • Thanks DP. Been a pretty decent year. Just need the appreciation to kick in. Would like to hit $2M by 2025-2026

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