2017 Financial Review

My net worth increased by 112K to 214K in the past year, I personally contributed 64K (after 5K excess contribution withdrawal) and the rest was company match and investment gains. Here’s how my investments have changed between the December 2016 and December 2017 entries:

  • Stocks (Brokerages + ESPP proceeds): 20K original amount, +65K change
    • +35K personal savings
    • +16K ESPP contributions for three quarters
    • +14K gains
  • Retirement (Roth 401K + Roth IRA): 75K original amount, +46K change
    • +18K my contributions
    • +8K company contributions
    • -5K excess contribution and earnings distributed from Roth IRA because I contributed too much for my income level in 2016
    • +15K gains
  • Car Loan: -4K
  • Everything else: Stay the same, within $3K of current levels

I don’t really plan out how much of my savings I invest, it just ended up being 35K in 2017. Here’s what I know will get added in 2018 assuming I stay at my job (I plan to):

  • Stocks
    • +22K ESPP contributions for four quarters
    • +119K current value of RSUs which will vest in 2018
  • Retirement
    • +18K my contributions
    • +9K company contributions
  • Everything else: Stay the same, within $3K of current levels

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