Networth Stats

Thanks to Leigh of Leigh’s Financial Journey for this idea!

Objective (Current & Achieved):

  • 2017-2018 / before first child is born: $500k in networth
  • 2021 (38): $1,000,000 networth
  • 2033 (50): $2,000,000 networth
  • 2043 (60): $3,000,000 networth

Note: Although I was married in 2016, my husband and I keep our finances separate, so this includes only my networth and personal goals for retirement.

Year Income Networth $ Growth % Growth
2005 $15k n/a n/a n/a
2006 $35k n/a n/a n/a
2007 $50k $24.9k n/a n/a
2008 $60k $15.8k -$9.1k -37%
2009 $60k $32.7k  $16.9k 206%
2010 $120k $88.6k $55.9k 270%
2011 $90k $145k $56.4k 64%
2012 $100k $200k $55k 38%
2013 $110k $253k $53k 26%
2014 $125k $299.5k $46.5k 18%
2015 $160k $342.4k $42.9k 14%
2016 $190k $416k $73.6k 22%
2017 $130k $551.3k $135.3k 32%
2018 TBD Goal: $650k Goal: $98.7k Goal: 18%

 


Investing History (Taxable Portfolio)

SB = Sharebuilder
VG = Vanguard
RBH = Robinhood
L3/FF = FolioFirst (was Loyal3)

Year SB VG RBH L3/FF Debits Total Inv Div
2005 $0 $0 $0 $0 $0 $0 $0
2006 $0 $0 $0 $0 $0 $0 $0
2007 $0 $5,000 $0 $0 $0 $5,000 $9
2008 $2,300 $100 $0 $0 $0 $2,400 $35
2009 $6 $0 $0 $0 ($300) ($294) $54
2010 $24,271 $150 $0 $0 ($1,622) $22,799 $138
2011 $28,350 $1,000 $0 $0 ($52) $29,298 $469
2012 $19,945 $250 $0 $0 ($2,498) $17,697 $1,391
2013 $7,308 $0 $0 $0 ($24,897) ($17,589) $2,032
2014 $8,150 $13,150 $20 $0 ($315) $30,229 $2,447
2015 $0 $18,129 $480 $5,404 ($15,637) $22,466 $2,674
2016 $0 $7,700 $568 $14,559 ($557) $78,632 $2,287
2017 $0 $10,750 $500 $8,969 ($115) $20,104 $2,939
Total $90,330 $56,229 $5,568 $28,931 ($45,993) $135,065 $14,476
Value $137,997 $87,108 $6,600 $41,216   $272,921 $14,476
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4 comments

  1. zeze says:

    Hello! I’ve been reading your blog for some time now and finally got the courage to go ahead and give
    you a shout out from Kingwood Tx! Just wanted to mention keep up the
    great work!

  2. Jake says:

    Interesting stats! I may have missed this somewhere else on your site, but how did you increase your income from 2009 to 2010? And why did your income drop from 2010 to 2011?

    You'll be in the 1% in no time!!

    1. Joy ( User Karma: 0 ) says:

      In 2010 I was laid off from my $60k per year job about half way through the year, and after a month of feeling like I'd never find another position, I found two! I had a contract for 6 months which paid $80 per hour and where some weeks I worked 60-70 hours. I also was working another contract for about 10-20 hours per week (I didn't sleep a lot during that time.) I quickly maxed out my 401k that year and increased my networth. However, I chose to move to a position I liked more with a smaller company that provided less salary, but a sizable amount of stock options. I could have stayed at that position, as I was offered an extension, but I felt this was the best professional move for myself. Thanks for the confidence. I doubt I'll ever be in the 1%, but I could be in the 2%.

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