br's Net Worth for January 2021


Assets Value Change ($) Change (%)
Cash $4,467 $1,611 56.41%
Stocks $53,225 $5,935 12.55%
Bonds $0 - -
Annuities $0 - -
Retirement $26,147 $2,096 8.71%
Home $0 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $0 - -
Other Assets $0 - -
$103,839 $9,642 10.24%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $467 ($357) (43.33%)
Car Loans $13,135 ($221) (1.65%)
Other Debts $0 - -
Total Debts $13,602 ($578) (4.08%)
Net Worth $90,237 $10,220 12.77%
*All values shown in USD ($)
Notes:
A good year for me. Networth increased just shy of 50k (48,042). I did well investing but made a few critical blunders during the pandemic. I added heavily during the crash, but it was to an investment thesis that ultimately didn't pan out. C'est la vie. Better to learn these lessons now than when my networth is significantly higher in the future.

General financial goals for 2021:
- Networth 150,000 (+60,000)
- Pay down debt
- Prioritize retirement over brokerage contributions
- Stockpile cash for down payment on a house

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