Wednesday, May 31, 2017

Goal Update: End Of May 2017

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, 2017
Current value: $31,585
Change from last month: +$489
Percent of Goal:  29.05%

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.

This month's figures are a week early. I'll be heading out for Las Vegas for our annual summer visit and I wanted to get this posted rather than wait until I get back.

Events Of Note Last Month:

First off - last month, I transposed two digits while transferring figures to my spreadsheet. My account value at the end of April was $31,096, not $31,906 as I originally posted. Bummer. Taking that into account, I saw an increase of almost $500 this month. Net income from my online courses was $72.14. My hard money loan generated $133.33 in income. I received $2.30 in eBook royalties and I also picked up $10.61 from doing a couple surveys at Amazon Mechanical Turk.

Relocation Update

Our house is still up for sale. No offers yet, but we are getting more showings. I've lowered the price a bit and also increased the buyer's agent commission from 3% to 4%, which was trick I learned when I was flipping houses a decade ago. The 1% increase will cost me less than dropping the price by $5,000.

Net Worth Update 

For May, our net worth rose by $10,572.

April 2017May 2017
Note: categorizes our HELOC as a credit card debt, not a loan, hence the apparently high credit card balance.

Our cash took a dive, but so did our credit card balance. It's not really credit card debt, but a home equity line of credit that Mint categorizes as a credit card. I used some cash that I had in a hard money loan to pay down the HELOC in preparation for selling the house. I mentioned this was in process last month.

Not much else going on right now. Everything is basically in a holding pattern until our house sells.

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


  1. Slowly bus surely getting there! Guess you are getting close to the Model 3 now, no plans to downsize the Tesla? ;-)

  2. I thought I might be tempted to go for the model 3 instead, but I find I'm not tempted at all. I'm not a fan of the model 3 interior. I think the monitor mounted on that post looks silly.