Q2 19 Net Worth Report

Well its time to look at my Net worth as we end June and head into the second half of the year. From my perspective it looks great and continues to move upward which is what i want. of course if its moving downward that means my stocks are falling and I am  adding more.

Form when I started there is a 47 percent increase in my net wort. Quarter over Quarter is a 2.06 percent increase these small increases add up over the long haul.

Do you track your net worth? Has it gone up or down?



2019 Q1 Net Worth

Its time to examine my net worth. I  Like to do this Quarterly instead of monthly no specific reason  for doing it that way. So i finally transferred my money out of my Morgan Stanley into my Merrill edge account so that is done. The biggest driver will be my stocks  defining my Net Worth as i have very little income coming in so there will not be much change in cash at the banks. I try to keep some extra just in case i need to make a purchase.

My net worth has risen 44% since i started tracking it in 2016 since the end of 2018 it is up 9.4 percent. Slow smart investments help out here.


Have you examined your net worth? Has it risen or fallen?

2018 End of Year Net Worth

As we begin 2019 it is time to look at my net worth for the end of the year. Markets had been choppy then started dropping down.

I have never had a quarter that was negative. Well till the 4th quarter of 18. But that is ok because in the long run I’m still collecting dividends and from where I first started I’m still positive.

Being down is ok because i know it will go back up. Being down in this market allowed me to re-balance my TSP so hopefully i get some better gains in the coming years or there might be more re-balancing in the future. Other than that a nice short and sweet update.

3rd quarter 2018 Net Worth

Well we are here three complete quarters and it is time tolook at my net worth. I do it quarterly and not monthly.

As you can see the progression is very nice. I transferred $4,800. from my USAA high yield mutual fund to Merill edge to my navy federal and while it shows on here as still in it is now in my merrill edge account and will reflect next quarterly update. From the start of my tracking my net worth it has increased 39 percent. The QOQ is 2.59 percent.

Hope your net worth went up.

Mid Year Net worth 2018

Well it is time to look at my mid year net worth. the hope is that it increases every quarter the reality is that i know some quarters it will go down. So far ive been been blessed and its gone up every quarter. that wont happen every quarter but in those it does well I am thankful for.

I have included the first quarter i tracked it along with the last quarter. Hard to believe it has gone up just shy of 100,000 in just a year and a half.

Because I am  going through a brokerage transfer it is split out between share builder and Merrill Edge next quarter those will be combined as my transfer is almost all complete. Later on this year i will transfer in the Morgan Stanley to my account also.

Do you do net worth updates? How has it been doing? Let me know.

Q1 Networth

As we end one quarter and start another quarter. we look and see how my networth has progressed QOQ.

As you can see from the start to this quarter has been excellant of course that was helped by getting some stocks as gifts this quarter or i would have seen a drop or close to it. totally impressed with this and im hoping my additions to my stock portfolio pay dividends. (See what i did there?).

Till next Quarter hope your networth increases bountifully

Quarter 4 Net Worth

Always great to see every Quarter how much ive made or how much of lost. with the recent bull run its been easy to go up the hard part will be if we hit a small downturn to see what happens. I only do this quarterly as i dont make much and i would have minimal  jumps month to month with some months maybe dropping if my truck broke down or a major bill came up.  December was a great month. went over 100,000 in my stock account but also continued my networth climbing higher.


As you can see this was an exceptional month. Wait till the Dividend report hits. I added a seldom used bank that which pushed me over 300,000 that is a big milestone in and of itself. with bank number 2 added its a 5.75 percent increase, without it would have been 4.08 percent. the next major milestone is 400,000 net worth no telling how soon that will get here.

Any milestones lately?