Goals

2017

Financial

  • Net worth $22,500
  • Portfolio $17,500
  • Auto Loan $6,000
  • Dividends $250
  • P. Income $400
  • Credit cards w/i means

Personal

  • Read 14 books
  • Visit my sister in Illinois
  • Visit my friend in Rhode Island
  • Maintain one job
  • Consistent exercise
  • Live Courageously

Updated 2/21/17

2016

Financial

  • Save 70% of my net income FAIL!
  • Save 75% of my net raise FAIL!
  • Portfolio value of $17,500 FAIL! ~$13,000
  • Dividend total of $150 FAIL! $147.18
  • P. Income of $250 PASS! $250.65
  • Car value higher than debt MAYBE?

Personal

2015

Financials

  • Save 40% of my income PASS ~60% (~80% positive net worth action)
  • Portfolio value of $7,000 PASS w/o cash, $8,251.54 ($7,745.60 stocks)
  • Dividend total of $75 PASS $81.54
  • P. Income of $250 FAIL ~$159

Education (dropped out)

  • Attend 70% of classes FAIL (missed entire weeks)
  • 3.0 GPA FAIL (2.11)

Personal

  • 155lbs consistently FAIL 167lbs average
  • Finish one Sudoku book FAIL 30(ish) left
  • Go out with friends six times PASS 12x+
2014
  • $365 total on food FAIL maybe per month?
  • Stocks in tax-advantaged accounts FAIL Did have a ROTH
  • Save all but $50/month FAIL Spent at least 50%
  • Portfolio value of $15k FAIL Roughly $3,000
  • Monthly dividends of $100 FAIL $48 for the year

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s