May Net Worth

Lil’ Sizzlers Portfolio:
Total Market Value: 1,082 (-47)
Total Divs: 11.78 (.76)

1,804+300 = 1,954 (+187)

Roth IRA Basis:
3,837 (+140)

Roth IRA Cap Gains/Divs:
+110 5/29 Gains (+14)
+46.21 2014 DRIP
Total: 156

My Contribution Basis: 281
Company Match: 281
Total: 562 (+246)

CC Cash Back:
31 (+31)



Personal Assets:

Total Assets:
17,622 (+560)

Liquid Assets (cash, stock and retirement):
7,622 (+560)


Chase Freedom:
560 Payment Bal (Zero % APR) (+60)

Bank CC:
0 (-21)

Student Loan:
Paid on loan: 384
Balance: 25,167 (-360)

Total Liablities:
25,727 (-321)

Net Worth:
-8,105 (+881)

Monthly Income: 1,727
Monthly Assets Change: +560
Monthly Liabilities Change: -321
Monthly Net Worth Change: +881
Monthly Savings Rate (ret/inv/cash/loan): 35% or $604

The end of this month was the start of a tough beginning to June, thanks to a good freind’s wedding and moving into a different house.  However, I came out fairly strong and had a decent 35% rate for the month.  My 401k is adding up quickly and I am excited to see a 100% guaranteed starting return on my investments every week with it.  I spend quite a bit on a certification class this month (over $150) and a wedding gift for my friend ($50), which took a pretty large chunk of potential savings.  However, the month still ended fairly well and after I get through a tough month of June I should be good to go for July!

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