The Investment Road to Freedom

May 4th, 2013 at 3:57 pm

April 2013 – Month in Review

I turned 36 in April and I read somewhere that at 35 your retirement account should be equal to your salary. Well I know I’m behind but catching up slowly.

New Purchases: None

Sales: None.

Option Trades:

Dividends: $2.24

  • Coca Cola (KO) – $2.24

Deposits: $998.38
Just shy of the $1k mark. Out of this figure $467.38 went to my 401K, $416 went to my taxable account and the remaining $115 to my Roth IRA.

Investment Road to Freedom fund value:
The fund value stands at $18472.61 which is up 6.15% from the previous month.
The breakdown of the individual accounts show

  • 401k = $8377 +6.97%
  • IRA = $3002 +7.06%
  • Taxable = $4317 +15.24%
  • Other = $2042 -12.10%
  • EF = $732 +5.48%

Credit Card Debt:
Stands at $4076

Loan for Sofa:
$1090. We purchased a new sofa back in September with 12 months free interest.

Mortgage:
$169760. Our monthly payment is $1346.02. $237.81 went to the principal.

Income from Pay:
$3585. This is my take home amount.

Net-worth:
$37716. Almost at that $40k mark!

Summary:

Almost hit that $1k savings mark. I’ve reached that twice before. I have two transactions to report soon (a sale and an option) – I will probably do a post tomorrow.  Hope everyone had a great month!

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2
  • JC @ Passive Income Pursuit
    9:35 am on May 6th, 2013 1

    You’re starting to really gain some traction with the portfolio. In a few months you’ll be able to check off $20k portfolio and $40k net worth. That’s some great work and keep it up!

  • investmentroadtofreedom.com
    6:57 pm on May 6th, 2013 2

    Thanks JC! I cant wait until I pass that $20k mark. Seems like it has been taking forever but I’m at the beginning and getting there slowly. Thanks for stopping by!