Well this has certainly been a busy week! I'd like to spread things out a bit but we'll see how things go. End of the month may just be the time when I move funds.
This month I stuck to the plan for 2016 and transferred exactly what I *should* have:
- Rewire Account - $55
- G2H-FU Account - $55
- 2nd Home Account - $210
My 2016 goals can be found here, but I am to save $625 in each of my Rewire and G2H-FU accounts and an additional $2,500 in my 2nd Home account. 2016 is a catch-up/get-stabilized year so the savings and investment amounts are lower and will need to be supercharged beginning in 2017.
Pru
It's 2018 and with a little hope this year will be much less toxic than 2017. Regardless, I am going to do the best I can to achieve some $$$ goals and rewire my life in 10 (now 8!) years.
Saturday, January 30, 2016
Savings Transfers Made This Week
1st Mortgage Over-Payment Made (119 remaining)
I tend to calculate my mortgage information in percentages. Mortgages vary depending on region and I live in a higher cost of living area. The mortgage was high when I first bought my apartment but now it is at a semi-reasonable spot. (Well at least I have enough in assets, albeit retirement assets, to pay it off if I had to.) In any case, percentages allow for a more apples-to-apples comparison amongst those seeking to payoff their mortgage early.
This month's over-payment equated to 0.20% of the mortgage. It's tiny but it does add up!
2016's goal is to overpay the mortgage by 3%. I'm on track to achieve this as I will be overpaying by about 0.19% to 0.20% each month and then I will put part of my tax return towards the mortgage to get me to the 3%.
KILL My Mortgage!!! Page has been updated.
Pru
This month's over-payment equated to 0.20% of the mortgage. It's tiny but it does add up!
2016's goal is to overpay the mortgage by 3%. I'm on track to achieve this as I will be overpaying by about 0.19% to 0.20% each month and then I will put part of my tax return towards the mortgage to get me to the 3%.
KILL My Mortgage!!! Page has been updated.
Pru
Friday, January 29, 2016
Trades Made This Week
Below are the trades I executed this week:
Brokerage Acct Portfolio Page has been updated.
Pru
**hope the table came out okay**
Price Per | Total | ||||
Date | Name | Quantity | Share | Cost | |
1/28/2016 | Energy Mutual Fund | 2.543 | $39.32 | $100.00 | |
1/28/2016 | High Dividend Yield ETF | 3.000 | $63.41 | $190.23 | |
1/29/2016 | Intel Corp. | 20.000 | $30.28 | $605.60 | |
Total: | $895.83 | ||||
*I paid a $7 fee for the Intel stock (1.16% of the purchase price) |
Brokerage Acct Portfolio Page has been updated.
Pru
**hope the table came out okay**
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