Wednesday, March 4, 2015

Goal Update: End of February 2015

At the end of each month, I post an update of my goals, including a brief discussion of any notable events that might have occurred during the month. The latest month's figures can always be found under the Featured menu in the menu bar at the top of the blog.

Last updated: End of February, 2015
Current value: $12,902
Change from last month: -$373
Percent of Goal:  11.86%

Note that the funds in this account are invested in stock, so there will be fluctuations in value that are outside my control. I never withdraw money from this account, so any dips are purely due to stock price changes.

Events Of Note Last Month: Despite contributing about $450 to my account this month, the overall value dropped by $373. This was due to the stock price of Realty Income coming down from 5 year highs. I'm not concerned with the drop in value and continue to accumulate shares whenever I have enough cash saved up to buy 10 or more shares.

My online courses had a fairly weak December. I only earned about $42. That's understandable for the holiday season.

I did pick up an extra $400 from a sick day sell-back my company offers. At the start of each year, we can sell back our unused sick time from the prior year (or convert it to vacation hours) at a 50% conversion rate. The theory is that this is to encourage you to stay healthy during the year, so you don't use your sick time. If you ask me, what it really does is makes people come in to work sick rather than stay home and call in sick. I got about $800 and put half of that towards the Tesla and half to my home equity line of credit.

No other big news in February. I am working on another project that could generate other income trickle, but it's still a bit off.


  1. mind if i ask who you use for stocks? ie etrade, ameritrade etc

  2. For this account, I use scottrade. I also have accounts at Schwab.