Overcomer's Net Worth for October 2021


Assets Value Change ($) Change (%)
Cash $70,481 ($1,070) (1.50%)
Stocks $72,479 $2,529 3.62%
Bonds $10,642 $432 4.23%
Annuities $0 - -
Retirement $1,027,919 ($31,968) (3.02%)
Home $373,496 $11,148 3.08%
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$1,555,017 ($18,929) (1.20%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $213,341 ($626) (0.29%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $213,341 ($626) (0.29%)
Net Worth $1,341,676 ($18,303) (1.35%)
*All values shown in USD ($)
Notes:
10-02-2021
Home Value Updates Based on REDFIN Estimate. In line with current neighborhood comps. Funny enough, for the FIRST TIME, this is now commensurate with what I paid for it 15 years ago ($370K). That was a heck of a bubble. Anyway…

Retirement Account Breakdown:
TSP/401(k):
$922,052
ROTH IRA:
$99,279
TRAD IRA:
$6,588

Monthly Spending down to $2,375 in September. Happy about that. The less I spend, the freer I feel. (Freer to quit my soul-sucking job that is.)

Savings are down due to annual home insurance and semi-annual property tax payments.

Upped the amount going to mortgage principal by $250 plus now have a full bi-weekly paycheck going into VTSAX (index fund). So I guess I hit a major goal of living off of less than 50% of my net (after taxes & retirement contribution) income. Hopefully I can keep it up for a while and stay on track to quit the rat race sooner rather than later.

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