February saw a continued market recovery from Q4 2018, allowing for an increase in net worth by over $13,000 to end at a record-setting $381,961. The negative balance for property taxes has been corrected per a refund from the city tax assessor, resulting in property tax balance to increase by $2,700.
See the Net Worth Tracker page for a history.
January recovered most of December’s losses, up 7.27% (almost $25,000) to finish at $368,245. Market recovery is the primary reason. You’ll note there’s a negative balance to Property Taxes, due to a payment out of my bank account for reasons that’s for another post. Escrow company then paid the full property taxes due, not the net balance after my payment. Result is a negative property tax balance. Without the over payment, cash would be about $2,300 higher.
See the Net Worth Tracker page for a history.
At the conclusion of 2018, net worth went down the month of December to end at $343,287.54, a 2.32% decline from November. This is primarily due to stock market volatility.
All primary goals were met as planned, which represent over $42,000 getting invested outside of my 401(k) – which includes taxable brokerages and Roth IRA. I was also able to do this while maintaining a minimum 8 month emergency fund.
Overall I’m very satisfied with how 2018 went. I’m not happy with the extreme amount of market volatility to end the year, but it’s something I can’t control. I am, however, satisfied to have achieved the following psychological milestones:
My Budget World 