FatStacks' Net Worth for November 2023


Assets Value Change ($) Change (%)
Cash $4,100 ($2,129) (34.18%)
Stocks $53 ($13) (19.70%)
Company equity $35,625 - -
HSA $19,557 $1,945 11.04%
Cars $50,438 - -
Home $210,000 - -
Cryptocurrency $23,734 $4,930 26.22%
Roth IRA $234 $19 8.84%
401k - Traditional $329,935 $29,021 9.64%
401k - Roth $23,300 $1,995 9.36%
401k - Trad. (spouse) $19,248 $1,397 7.83%
Profit Sharing (spouse) $58,270 $4,441 8.25%
Boat $58,200 - -
$832,694 $41,606 5.26%
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $105,858 ($647) (0.61%)
Student Loans (2.8%) $3,490 ($136) (3.75%)
CC (0% pay off evry mnth) $355 ($140) (28.28%)
Car Loan (72mo 3.82%) $43,900 ($842) (1.88%)
Furniture (0%) $6,590 $4,373 197.25%
HELOC (8.25%) $42,000 ($4,400) (9.48%)
Total Debts $202,193 ($1,792) (0.88%)
Net Worth $630,501 $43,398 7.39%
*All values shown in USD ($)
Notes:
Home Improvement costs (part 2 of 2) this month for ~$3600.
Also the balance of our cruise was due this month for ~$1900.
Side work (+$5000) covered most of this.
Also paid down some HELOC this month.

Black Friday - got sucked into more furniture for the house for ~4500 (0% for 24mo), so I'm just lumping that in with our other 48mo/0% Furniture category. They'll both be paid off roughly at the same time.

Nice crypto bump, but it's paper money until I cash it out.

529: $62,086
FICO: 891 (out of 900).

Comments

12/8/2023 8:24:42 AM FatStacks
Spouse’s FICO was 851.