corn18
Thinks s/he gets paid by the post
- Joined
- Aug 30, 2015
- Messages
- 1,890
The data show:
Year To Date (YTD)
ROI is 5.52%. Overall savings asset allocation is 53/33/14 (stocks/bonds/cash equivalent). The cash is EF, college and car funds. The cash is in a MM fund making 1.86% so that helps.
On average, I made $5,346 / month (paper money). Best month was May @ $17,548. Worst month was Mar @ -$8,742.
Total, I have made $39,813 (again, paper money)
Looks like we will end the year saving $290,957 (this includes 401k match, does not include returns)
Overall, a great year so far.
Next year is shaping up to be epic for savings if we don't go crazy on a house (rent/buy) in Dallas where we are moving. The data show we could save $500k.
Year To Date (YTD)
ROI is 5.52%. Overall savings asset allocation is 53/33/14 (stocks/bonds/cash equivalent). The cash is EF, college and car funds. The cash is in a MM fund making 1.86% so that helps.
On average, I made $5,346 / month (paper money). Best month was May @ $17,548. Worst month was Mar @ -$8,742.
Total, I have made $39,813 (again, paper money)
Looks like we will end the year saving $290,957 (this includes 401k match, does not include returns)
Overall, a great year so far.
Next year is shaping up to be epic for savings if we don't go crazy on a house (rent/buy) in Dallas where we are moving. The data show we could save $500k.