jbmil's Net Worth for May 2020


Assets Value Change ($) Change (%)
Cash $20,100 $2,200 12.29%
Stocks $414,900 $6,100 1.49%
Bonds $3,900 $2,200 129.41%
Home $654,000 - -
Cars $14,000 ($300) (2.10%)
Other Real Estate $6,930 $140 2.06%
Personal Property $5,400 ($400) (6.90%)
Retirement $698,000 $22,700 3.36%
Other Assets $40,400 $3,000 8.02%
$1,857,630 $35,640 1.96%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $269,900 ($3,450) (1.26%)
Credit Cards $3,400 ($1,300) (27.66%)
Car Loans $8,675 ($725) (7.71%)
Other Debts $4,000 - -
Total Debts $285,975 ($5,475) (1.88%)
Net Worth $1,571,655 $41,115 2.69%
*All values shown in USD ($)
Notes:
Start of month metric up: 146K, 151%
5/31 - 160K 156.7%

I track things a bit different, here is my key:

Auto Loans = Remaining Lease
Stocks: Stock/Bond/ETF portfolio
Bonds = ESPP (until they vest every 3 month)
Car Values = Depreciation 300 a month on owned vehicle
Other Real Estate = Fundrise
Other Assets = College Savings Plan
Personal Property = HSA
Other Debts = Tax bill

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