Financial Freedom Update #5

June – 5 Months

5 months in and we are still kicking!  Markets are fluctuating, but we are holding strong and still earning some passive income.  This month we put some more money into our high interest savings, something that we can let sit and compound.  We also put a couple extra thousand into our investment account as well.  You’ve got to get it while it is on sale as they say.  When the markets dip is the best time to buy.

Without further ado, on to our account and performance update:

Betterment High Interest Savings and Investments:

Actual Investments to date: $29,010.39

Passive Income Earned to date: $71.90

Current Balance: $29,610.88

Performance to date: +$600.49

All of the losses from the original market drop at the beginning of the COVID epidemic have now recovered and we are seeing our accounts on the plus side for the first time. Very exciting!

Supplementary Retirement Accounts:

Thrift Savings Plan: $113,778.06 (+$2,558.00 from last month)

Vanguard 401K: $14.939.71 (+$375.92 from last month)

With the markets rising, so too are our supplementary retirement accounts.  The TSP is still being contributed to bi-weekly, but the 401K is just riding along at a steady investment amount, pluses and minuses solely based on market performance.

F.I.R.E. Account Balance

$158,328.65

This is an increase of $11,975.66 from last month ($8,000 physical investment, $3,975.66 account performance increase).

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