Money and Finance
With talks of the Federal Reserve ending QE Infinity and interest rates rising, the markets went on a pretty wild ride in June. The S&P 500 dipped about 5% over a short time and then recovered just as quickly. I'm hoping for more and more gyrations in the market despite the negative short term effects on my portfolio and in turn my net worth. I was actually surprised by my net worth calculation and figured I had to have a formula that somehow got messed up. I haven't found anything yet, but the much lower increase for June surprised me. The change in value was due to $825 in combined 401k contributions, $600 in ESPP withholding, over $5,200 in savings from my take-home pay, and then of course dividends, interest and market fluctuation.
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- Net Worth Update - May 2014
While cash flow is more important when it comes to financial independence, it's still good to look at the balance sheet too, which is why I provide these net worth updates. The S&P 500 was up 2.1% during May. Since more and more of my net...
- Net Worth Update - July 2013
While cash flow is more important when it comes to financial independence, it's still good to look at the balance sheet too, which is why I provide these net worth updates. The markets surged higher again through July which when coupled with a very...
- Net Worth Update - May 2013
Despite a rough last trading day of May, the markets continued their climb higher. As more and more of my net worth becomes tied to the markets, the gyrations have a greater effect on the value of my net worth. In the end, I'm focused on the long...
- Net Worth Update - April 2013
The markets continued their climb higher and brought my portfolio along for the ride since more and more of my net worth is tied to the markets. While I don't necessarily care too much about the value of my portfolio increasing as much as the dividend...
- Net Worth Update - December 2012
December turned out to be a really good month for my net worth considering my income was lower than the last few months and the markets didn't help out too much. For the month I ended up with just over a $9,200 increase. About $930 was from 401k...
Money and Finance
Net Worth Update - June 2013
With talks of the Federal Reserve ending QE Infinity and interest rates rising, the markets went on a pretty wild ride in June. The S&P 500 dipped about 5% over a short time and then recovered just as quickly. I'm hoping for more and more gyrations in the market despite the negative short term effects on my portfolio and in turn my net worth. I was actually surprised by my net worth calculation and figured I had to have a formula that somehow got messed up. I haven't found anything yet, but the much lower increase for June surprised me. The change in value was due to $825 in combined 401k contributions, $600 in ESPP withholding, over $5,200 in savings from my take-home pay, and then of course dividends, interest and market fluctuation.
Read more »
- Net Worth Update - May 2014
While cash flow is more important when it comes to financial independence, it's still good to look at the balance sheet too, which is why I provide these net worth updates. The S&P 500 was up 2.1% during May. Since more and more of my net...
- Net Worth Update - July 2013
While cash flow is more important when it comes to financial independence, it's still good to look at the balance sheet too, which is why I provide these net worth updates. The markets surged higher again through July which when coupled with a very...
- Net Worth Update - May 2013
Despite a rough last trading day of May, the markets continued their climb higher. As more and more of my net worth becomes tied to the markets, the gyrations have a greater effect on the value of my net worth. In the end, I'm focused on the long...
- Net Worth Update - April 2013
The markets continued their climb higher and brought my portfolio along for the ride since more and more of my net worth is tied to the markets. While I don't necessarily care too much about the value of my portfolio increasing as much as the dividend...
- Net Worth Update - December 2012
December turned out to be a really good month for my net worth considering my income was lower than the last few months and the markets didn't help out too much. For the month I ended up with just over a $9,200 increase. About $930 was from 401k...