• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Heartland on FIRE

Blazing a Trail Towards Financial Independence

Blazing a Trail Towards Financial Independence

Like us or follow us:

  • View @HeartlandonFIRE’s profile on Facebook
  • View @HeartlandOnFire’s profile on Twitter
  • View heartlandonfire’s profile on Pinterest
  • Home
  • Track our Progress
  • About This Blog
  • Heartland on FIRE Recommends
  • Contact Us
  • Calculator

Net Worth Update 43: Cutting Loose

July 1, 2021 by Mr. Heartland on FIRE

With school out and multiple birthdays and other celebrations, we cut loose in June. Were we able to keep our nest egg growing, or did we raid it all in the name of good times?

You can check the latest and greatest info on the Track Our Progress page.

First, the numbers:

Net Worth:

  • End of June Balance: $890,173 up $20,591
  • Year to Date (YTD): Up $129,793 (up 17.07%)
  • Since January 2018 (this is when I started tracking our net worth): Up $564,582

Portfolio:

  • End of June Balance: $752,709 up $21,105
  • YTD: Up $136,838 up (22.22%)
  • Since January 2018: Up $512,709

June Highlights

Cel-e-brate Good Times!

We packed a lot into June. We started the month out by taking our kiddos to Great Wolf Lodge to celebrate school getting out and our oldest daughter’s birthday. A couple of fun days in slides and tubes, water in the ears, KC BBQ, and endless Magi-Quest had everyone howling!

Next we had a joint birthday party for our daughter, my mom, my neice, my nephew, and brother… Whew! I guess good things come in bunches?

Then… my wife and I celebrated our 10-year anniversary in Missouri wine country. We spent a couple nights in a lovely bed and breakfast. Randomly, I believe this was the first time we have sat down for breakfast somewhere since before COVID. How weird. From there we rushed home to celebrate Father’s day.

So we had a lot of fun this month. But my waistline, wallet and liver need a vacation from these vacations now!

CRYPT-NO!

Let’s check in on my cryptocurrency experiment. How’s that doing?

Yikes! Just your run of the mill, garden variety, 50% pullback. Nothing to see here. Good thing I plan on holding my crypto for a long time. Because now I need to!

Extreme volatility in the crypto space really is more the rule than the exception. I’m still bullish on the much longer term prospects, but times like these certainly put the ol’ Diamond Hands to the test.

***Side note for all you crypto traders out there: I think it is important to note that guidance indicates that you can generate a taxable event by selling your crypto (makes sense)… but you can also have a taxable event when you trade from one crypto to another. So if you like swapping coins left and right, you can run up sizeable tax bill. Please be sure to do your due diligence folks!***

Coming Up in July

Blowing off the Pandemic Steam, Part II

We started to get out there quite a bit in June and that trend is going to continue all summer long. Case in point: We have a double dose of mini-vacations planned for July.

If you live in Missouri, you aren’t more than a couple hours from some absolutely beautiful Ozark streams and rivers. Well, we are getting out for a weekend to do some floating and camping. Float trips can be a great time at a very reasonable cost. Even better: it’s adults only! First one of those my wife and I have had in years.

Not to be outdone, we are planning a short weekend to experience the Southern Illinois Wine Trail with another couple. 2021 may be the end of my liver!

With all this fun stuff going on, I’m gonna wrap this one up a bit shorter than normal this month to enjoy it. Thanks for reading and drink responsibly!

Filed Under: Annual Planning, FI Progress, Lifestyle Improvement, Retirement, Savings, Uncategorized Tagged With: Investment Performance, net worth update, personal finance

Primary Sidebar

What’s New?

  • Net Worth Update 67: 2024 Q4/Early 2025 Q1
  • Net Worth Update 66: 2024 Quarter 3
  • Net Worth Update 65: 2024 Quarter 2
  • Net Worth Update 64: 2024 Q1

All Posts

Topics

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 1,583 other subscribers

Copyright © 2025 · Genesis Sample on Genesis Framework · WordPress · Log in