Month: November 2015

Goals Update October 2015

Budget Guy Budgeting, Goals

Update for October 2015:

Brokerage Investment Goal:

  • October Investment contributions were $1230.93
  • YTD Investment contributions are at $10,197.71
  • Outlook: Green – everything’s on track.

Roth IRA Investments Goal:

  • October Investments were $500
  • YTD Investments total $5,000
  • Outlook: Green – everything’s on track.

Cash Flow Goal:

  • October was cash flow positive, with $279.81 being added to the bank accounts.
  • YTD is at a positive $975.24 net cash flow
  • Outlook: Green, but I’m definitely going back to Vegas.  Good news is that the flight, hotel (if the casino comps it like we expect) and the band we are going to see will not exceed $500.  This means there should be enough money left in the budget to gamble and do other things while we’re there.  It’ll definitely be close though.

Additional Mortgage Principal Stretch Goal:

  • Goal: $3000
  • Actual: $7400
  • Goal Exceeded!

Goals-Oct-2015

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

Oct 2015 Net Worth Update

Budget Guy Net Worth

As of Oct 31, 2015, my net worth went up by a whopping $9,619.06, to a total of $171,577.96.  This is a nearly 6% increase over last month!  This is primarily due to solid investment growth during the month of October.  This also means an important milestone was reached – with total investments (brokerage and retirement) now exceeding $100,000 in value!

net-worth-Oct-2015

See the Net Worth Tracker page.