Lil’ Sizzlers Portfolio:
Total Market Value: 1,082 (-47)
Total Divs: 11.78 (.76)
Cash:
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
401k:
My Contribution Basis: 281
Company Match: 281
Total: 562 (+246)
CC Cash Back:
31 (+31)
Motorcycle:
3,500
Car:
1,700
Personal Assets:
4800
Total Assets:
17,622 (+560)
Liquid Assets (cash, stock and retirement):
7,622 (+560)
Liabilities
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!