| Asset | Amount | Liabilities | Amount | Networth |
|---|---|---|---|---|
| Car | $19,500 (KBB) | CC Debt | $26 | |
| Checking | $8.897 (+$695) | |||
| Fund Rise | $15,000 | |||
| HSA Account | $4,022 (+$273) | |||
| Rental Acc | $14,047 ($+644) | |||
| Lending Club | $12,981 (+69) | |||
| Saving | $23,128 (-$155) | |||
| Taxable | $357,087 (+$6,054) | |||
| Retirement | $204,169 (+$4,067) | |||
| Rental #1 | $108,000 (Apv) | Rental #1 | $54,637 | |
| Rental #2 | $168,000 (Apv) | Rental #2 | $101,049 | |
| Rental #3 | $238,500 (Apv) | Rental #3 | $221,150 | |
| Total: | $1,173,331 (+$11,640) | $376,862 (+$2,909) | $796,469 (+$14,549) |
Here is my March 2017 net worth.
FundRise: Dividend Received: $0
Taxable Individual Stock
(Dividend Received for this month)
3/1/17 WFC - $18
3/1/17 PFE - $27
3/1/17 AFL - $10
3/3/17 MAT - $17
3/7/17 VLO - $35
3/10/17 UTX - $9
3/10/17 TGT - $25
3/10/17 XOM - $10
3/10/17 EMR - $11
3/10/17 CVX - $30
3/15/17 NUS - $8
3/15/17 MCD - $47
3/20/17 ETN - $36
3/23/17 LEA - $11
3/30/17 GILD - $18
3/31/17 BAC - $60
Total Dividend Received from brokerage account: $372
Total Balance in FRIP: $445
Total Brokerage Account: $169,224 (-$2,833)
Vanguard
3/6/17 Purchase VTIAX: Purchase 60 shares value at $1,575
3/15/17 Purchase VTSAX: Purchase 16 shares value at $1,000
3/15/17 Purchase VTIAX: Purchase 113 shares value at $3,000
3/20/17 Purchase VTIAX: Purchase 58 shares value at $1,575
Total Purchase: $7,150
Taxable Investment: $187,863 (+8,887) Consist of my index funds total international & total stock market.
Dividend Received: Total stock: $552, Total International: $205
Total Dividend Received: $757
Retirement
TIRA:
Vanguard total bond & Total stock market index:
Total: $113,421 (+$38)
Dividend Received: Total stock:$342 Total bond: $79
Total Dividend Received: $421
Roth IRA:
Vanguard Total Bond Market Index
Dividend Received:$111
Total: $51,358 (-$33)
401k:
Old Company 401k
Vanguard Total Stock International Index – $34,219 ($+945)
Dividend Received: $111
New company 401k - $5,171 (+$3,117)
Total: $39,390
Dividends Received: 0
Lending Club: $12,981(+69)
Expenses
Mortgage Expense:
-$615 – Mortgage for Rental Properties #1 Rent Received $1200, Property Management expense (-$120), Repairs: Net: $465
-$758– Mortgage for Rental Properties #2 Rent received $1350, Property management expense (-$143), Repairs: $89
Net: $360
-$1,479 – Mortgage for Rental Properties #3 Rent received $1,650, Property Management expense (-$82) , Repairs: $75,
Net: $14
Total Income Received: $4200
Total House Expense & Mortgage: $3,361
Net: $839
CC Expense: -
Summary:
◾I purchased $6,150 worth of VTIAX and $1,000 worth of VTSAX.
◾Net: from rental income is $839,
◾Dividend from stock/index/real estate that I received this month was: Stocks/bonds: $1,772 Lending Club: $69, Rental: $839, Fundrise: $0, Total: $2,680
◾Net worth increase -$+14,549
How did you do in the month of March?
Very nice month for you. That is a very nice increase over last month. Well done to you.
Yea the increase is nice and thanks for stopping by.
Dividend Diplomats says
Expat -
A $14.5K increase is fricken awesome and it seems like you’ve dealt out the asset classes quite a bit. Also - when does fundrise typically pay you, then? Nice job, rentals are drilling down those loan balances and cranking up the net worth as well.
-Lanny
Yea the $14.5k is a nice increase, and I like to diversify a little bit. I just started fund rise recently in December 2016 so I should get some dividends mid april. Yeah I’m looking possibly buying another rental house or maybe just add more money to my fundrise account, so I’m still debating on that. Thanks for stopping by.
Great month. gotta love getting nearly $2k in dividend income. I had a record dividend month, almost $900.
Thanks a lot, yea I’m shooting for like 5k+ a month lol. Hopefully I will get there one day. Good job on your part also. Keep it up and one day the dividend will be rolling in.