One of the main purposes of this blog is for me to track my progress to financial independence which I am well on my way to achieving. Each month I share the details of all investment accounts and the changes from the previous month.
Note: if you’re just joining us you can view my most recent net worth update here.
This month I am getting right to the numbers as there are lots of things going on in the Quietly Crushing It household including getting ready for a 10 day vacation to Europe.
Mr.QCI Net Worth
P2P Lending: $25,142 (+$275) – $100 added in September
401k: $36,736 (+$1,457)
Vanguard Rollover IRA: $70,759 (-$133)
Vanguard Roth: $25,353 (+$39)
Vanguard Taxable: $79,639 (+$4191)
Individual Stocks/Other Investments: $2,299 (+$153)
HSA (amount invested only): $11,081 (+$388)
Total Investments: $251,009 (+$6,370)
Assets (Zillow estimated): $382,677 (+$919) – I don’t necessarily trust Zillow estimates, but this is what I am reporting for now. I continue to make minimum payments on all of my mortgages. You can see my real estate holdings here.
Liabilities (3 Mortgages): ~$254,321 (Updated: June 2016 – I plan to update this every 6 months or so, but I pay down about $6,000 of debt every year)
Net Worth: $383,365 (+$7,289)
Miss QCI Net Worth
401k: $51,305 (+$2,636)
Vanguard Roth IRA: $24,943 (+$18)
Rollover IRA: $3,801 (+$5)
Vanguard Taxable: $56,669 (+$76)
Total Investments: $136,718 (+$2,735)
Net Worth: $139,718 (+$2,735)
Miss QCI, my wonderful significant other continues to crush it as well. She puts 50% of her income into 401k (the max allowed by the company) and still has room to invest in a taxable account – amazing!
Investments (what really matters): $387,727 (+$9,105)
Projected retirement income (assuming 4% rule): $15,509
Net Worth: $523,083 (+$10,024)
September was another great month. We are now only $13,000 away from hitting our goal of $400k in investments. If the market even stays flat I believe we will hit it the goal but who knows what the next few months will bring, especially with the election in November.