Wednesday, June 6, 2018

Goal Update: End of May 2018

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 May, 2018
Current value: $44,656
Change from last Month: +$3,425
Percent of Goal:  41.07%

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:

Wow! My account value really took off this month. I didn't save any more than normal though. The gains were due to Realty Income stock going up about $2.50 during the month.

My SQL courses on Udemy generated $77.30 of income. My courses on SkillShare earned $63.14. That platform seems to be picking up steam and this month's payment was a new high. I also received $32.47 from a class action lawsuit settlement.

With this increase to over 40% of my goal, I have unlocked a new achievement!

Net Worth Update

Our net worth went up $11,885 this month to $845,455 - a new all-time high! Woo-hoo!

This was really surprising because we made several big purchases this month. We bought a new dining room table and chairs, as well as train tickets for our vacation next year. We had cash saved up for these, but we charged them to get the credit card points, which is why our credit card balance increased so much. Next month, after the bill is paid, you'll see a big drop in the Cash category (but with a corresponding drop in the Credit Cards column). Also, $2,000 of that credit card bill is for a business conference I will be attending that my company will reimburse me for.

Zillow said our home increased in value by $7,000 in May This is on top of the $20,000 it said it increased in April. There's nothing more I can say about the Seattle area housing market. If I wasn't living through it, I wouldn't believe it.

Another big wildcard in the works for June is our annual trip to Las Vegas. Lots of potential there for things to swing in either direction!

April 2018
May 2018

If you have any questions or suggestions for topics, please drop me a line in the comments section!


Post a Comment