ba70's Net Worth for January 2022


Assets Value Change ($) Change (%)
Cash $63,345 $969 1.55%
Stocks $245,126 $12,723 5.47%
Bonds $2,394 - -
Annuities $0 - -
Retirement $1,155,422 $34,627 3.09%
Home $443,500 ($4,700) (1.05%)
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
College Savings $157,989 $3,325 2.15%
$2,067,776 $46,944 2.32%
 
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 $2,067,776 $46,944 2.32%
*All values shown in USD ($)
Notes:
01/01/2021

Enough is enough - shifting some of our cash to TIPS and iBonds.

We sat down with a financial advisor a few weeks back as a sanity check for our plan - he thought we were on track. 901 days remaining until we submit our resignation. Yay!

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