August Net Worth

Lil’ Sizzlers Portfolio:
Total Market Value: 975 (-65)
Total Divs: 23.93 (0)

1,688+100+294 = 2,082 (-50)

Roth IRA Basis:
4,385  (+175)

Roth IRA Cap Gains/Divs:
-189 8/31 Gains (-246)
+46.21 2014 DRIP
Total: -200

My Contribution Basis: 764
Company Match:  764
Total: 1,529 (+275)

CC Cash Back:
26 (+13)



Personal Assets:

Total Assets:
19,021 (+45)

“Liquid” Assets (cash, stock and retirement):
8,821 (+45)


Chase Freedom:
320 Payment Bal (Zero % APR) (+80)

Bank CC:
0 (-19)

Student Loan:
Paid on loan: 384
Balance: 24,317 (-275)

Total Liablities:
24,637 (-214)

Net Worth:
-5,616 (+259)

Monthly Income: 1,923
Monthly Assets Change: +45
Monthly Liabilities Change: -214
Monthly Net Worth Change: +259
Monthly Savings Rate (IRA/401k+Match/Investments/Cash/StudenLoan): 42% or $809.

Well, it was Training Camp month, and I squeaked by with a positive gain in the Net Worth.  That’s all I could ask for.  I ended up spending close to $500 again this year in food, gas, hotels, and of course, merch.  Considering that big hole, I was actually able to come out with a fair month – at least, my savings rate is fair.  I did cheat a bit and win a large amount of that trip back at the casino on a lucky night, though.  Possibilities loom for a potential career change via promotion upcoming.  It would yield better hours, less physical work and a pay raise to boot.  Not to mention actually using my brain instead of my body.  More to come on that next month.

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