cicero's Net Worth for January 2024


Assets Value Change ($) Change (%)
Cash $360,714 $212,391 143.19%
Stocks $1,720,226 ($4,692) (0.27%)
Bonds $33,401 $33,401 -
Net Firm Capital $364,000 $64,000 21.33%
Retirement $1,005,188 $116,912 13.16%
Home $2,400,000 - -
Second Home $810,000 $90,000 12.50%
Cars $85,000 - -
College Savings $266,315 ($167) (0.06%)
Private Equity $149,000 $34,000 29.57%
$7,193,844 $545,845 8.21%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,431,476 ($3,201) (0.22%)
Energy Efficiency Loan $19,346 ($296) (1.51%)
Car Loans $21,742 ($1,070) (4.69%)
Line of Credit $0 ($250,000) -
Total Debts $1,472,564 ($254,567) (14.74%)
Net Worth $5,721,280 $800,412 16.27%
*All values shown in USD ($)
Notes:

Comments

2/27/2024 4:32:33 PM TheMoneyRat
Your line of credit went down $250k but your cash went up by $200k plus? Did you get a huge cash bonus?
2/27/2024 4:52:21 PM cicero
Yes, essentially. Year-end distribution of profits to the partnership.
2/27/2024 6:49:12 PM TheMoneyRat
BigLaw? Or have you built up a local practice? Nice comp. Hard to resist lifestyle inflation when in BigLaw.
2/27/2024 7:22:16 PM cicero
BigLaw, equity partner. Yes, fighting lifestyle inflation is a constant, though it should all be ok so long as the income is rises faster than the spend does.