July was a good, solid month and above the average $11,500 we need to reach our yearly goal of $613K in net worth by the end of the year. This $18K+ month is owed to the market’s 3.72% performance Image may be NSFW.
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and beat out my monthly performance of 3.3% which underperformed thanks to a purchase and non-performing stock Image may be NSFW.
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Let’s get into it!
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Retirement accounts +$16,104: Our retirement accounts totally rocked out with the market. The only exception being my Roth IRA with TSLA in it. Ugh. Otherwise healthy gains across the board. And my 401k is quickly closing in on the $400K milestone.
Non-retirement -$1,339: The non-retirement grouping suffered thanks to a dishwasher purchase. Since we’re having twins and our house didn’t had a dishwasher installed previously, we figured it was time to get one to minimize the dishwashing effort so we could focus on other things. That set us back a cool $1,200 which included the Bosch dishwasher ($900) and the installation ($300 i.e., cutting out cabinetry and installing an electrical outlet).
Home Equity +$2,069: Bounced back probably due to seasonality but will fall in the coming months as interest rates rise and people stop looking for homes now that the school year has started.
Debt +1,364: A few more pennies add to knocking out debt. Same ol’ boring progress here.
So that’s it! A great month in the books. Over the next few months, we’ll probably have zero growth to negative growth in our savings due to baby expenditures. However, almost everything else should keep us with a positive and growing net worth. KEEP PUSHING.
How did your July go?
