Posts

Showing posts from May, 2018

Retirement Portfolio Net Worth – As of May1 - 2018

Well in these crazy markets a month can certainly make a difference in a retirement portfolio. In March I was down $11,000 however, fast forward a month and I'm up almost $17,000. I didn't buy or sell any positions in April but did manage to move $4000 from our savings into our retirement account. I'm hoping to add another couple of thousand in May as long as there aren't any unforeseen house or vehicle repairs. ASSETS April Contributions: $4000 Retirement Portfolio: $486,391 (up $10,986 stock market gain + $4000 contribution) Rental Property #1: $105,000 (lowest estimated selling price) Rental Property #2: $155,000 (purchase price) Total Retirement Assets: $746,391  (up $14,986) LIABILITIES: Investment Loan: $25,933 (down $1,005) Rental Property Loan #1: $73,911 (down $502) Rental Property Loan #2: $153,289 (down $459) Total Liabilities: $253,134 (down $1,966) Retirement Portfolio Net Worth: $493,257 (up $16,952) Dividends Receiv