My Personal Finance Journey

Personal finance observation, musing and decisions in a journey toward financial independence by 2020 with at least $3 million.


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Monthly Update - June 2014 ($1,721,512, +$16,499)

Contributed by mm | August 18, 2014 2:33 PM PST

We closed the month of June with a net worth increase of $16,499, or slightly below 1%. In the trailing 12 months, our net worth growth exceeded $220K, of 14.7%.

Our household balance sheet, along with monthly, year-to-date, and trailing 12 months comparison, are shown below:

6447-networth.jpg

June is a pretty smooth month as our few growth drivers all worked in the positive direction.

First, like another typical month, we saved about $3,000 from our salary income. However, my wife underwent a day surgery so we will be getting some large medical bills in July. (We are on a high deductible health plan so likely this year we will pay to the fullest extent of deductible and copayments.)

On the investment side, our USD-denominated investment appreciated more than $5,000. Our Chinese portfolio also grew $4,000. In the first six months of the year, our investment return has topped $58K.

Also, following the trend in May, Chinese Yuan continued to appreciate against dollar, further helped our net worth tally in USD by about $5,000.

Wrapping up the first half of the year, we grew our net worth by $62K, or 3.7%. This compares to $45K in the same period in 2013, $103K in 2012 and $37K in 2011. Our goal is to achieve $160K annual net worth growth this year. We expect over the summer our net worth will have a good jump with vesting of stock awards and annual bonus payout.

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