FatStacks' Net Worth for March 2024


Assets Value Change ($) Change (%)
Cash $5,591 $1,008 21.99%
Stocks $105 $58 123.40%
Company equity $30,000 - -
HSA $23,663 $1,686 7.67%
Cars $41,927 - -
Home $210,000 - -
Cryptocurrency $41,511 $5,339 14.76%
Roth IRA $4,235 $1,735 69.40%
401k - Traditional $383,943 $21,345 5.89%
401k - Roth $26,599 $1,285 5.08%
401k - Trad. (spouse) $22,518 $1,288 6.07%
Profit Sharing (spouse) $65,073 $2,592 4.15%
Boat $58,200 - -
$913,365 $36,336 4.14%
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $103,253 ($653) (0.63%)
Student Loans (2.8%) $2,951 ($134) (4.34%)
CC (0% pay off evry mnth) $78 ($2,672) (97.16%)
Car Loan (72mo 3.82%) $40,503 ($848) (2.05%)
Furniture (0%) $5,521 ($317) (5.43%)
HELOC (8.25%) $37,750 - -
Total Debts $190,056 ($4,624) (2.38%)
Net Worth $723,309 $40,960 6.00%
*All values shown in USD ($)
Notes:
529: $68,389
FICO: 877/856 for myself/spouse (out of 900)

This is a 3 paycheck month, so I'm paying off a few outstanding debts (the rest of our vacation spending from last month, some boat maintenance, etc.). I should have about $1k leftover that will go towards our income taxes whenever I get those filed.

Also, we officially crossed the $700k mark thanks to crypto & an all-time market highs.

Comments

3/14/2024 11:12:20 PM FatStacks
This TenWilsons post caught my eye (8 levels of FI). I think we're at level 4, but should get to level 5 in a couple years' time. https://www.tenwilsons.com/8-levels-of-fi