Month: July 2015

Goals Update June 2015

Budget Guy Budgeting, Goals

Update for June 2015:

Brokerage Investment Goal:

  • June Investments contributions were $1026.09
  • YTD Investments contributions are at $6027.03
  • Outlook: Green – everything’s on track.

Roth IRA Investments Goal:

  • June Investments were $500
  • YTD Investments total $2,800
  • Outlook: Green – everything’s on track.

Cash Flow Goal:

  • June was cash flow negative, with ($3,142.65) being added to the bank accounts.  This is primarily due to a $1,000 additional principal contribution to the mortgage, and a LendingClub investment of $2,500.
  • YTD is at a positive $220.71 net cash flow
  • Outlook: Yellow.  I have reduced planned expenses by $1,100, which will make my goals of $0 or more in net cash flows.

Additional Mortgage Principal Stretch Goal:

  • June was $1,000
  • YTD is $5,000
  • Outlook: Goal Met!

Goals-Update-June-2015

Keep track of the progress over at the 2015 goals page.

June 2015 Net Worth Update

Budget Guy Net Worth

As of June 30, 2015, my net worth went up by $874.14, to a total of $157,824.63.  A $1,000 contribution to brokerage, a $2,500 investment in LendingClub loans, additional principal payment to the mortgage of $1,000 was offset by somewhat higher than normal expenses.

NetWorth-June-2015

See the Net Worth Tracker page.