ba70's Net Worth for November 2021


Assets Value Change ($) Change (%)
Cash $64,686 $1,354 2.14%
Stocks $241,694 $19,079 8.57%
Bonds $2,394 - -
Annuities $0 - -
Retirement $1,177,486 $57,860 5.17%
Home $448,200 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
College Savings $157,493 $23,641 17.66%
$2,091,953 $101,934 5.12%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $2,091,953 $101,934 5.12%
*All values shown in USD ($)
Notes:
11/05/2021

An update to some off balance sheet assets (college savings) plus some solid market gains have pushed us back over $2M. Non-real estate assets are over $1.6M.

Projections put in place a good decade ago targeted our retirement goal to be $1.73M. We are less than $100k from that goal. Lately we've been leaning more towards a total asset goal of $2.5M. Whatever the number, we are edging ever closer to exiting stage left on the rat race...


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