jbmil's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $17,900 ($2,200) (10.95%)
Stocks $434,700 $19,800 4.77%
Bonds $5,600 $1,700 43.59%
Annuities $0 - -
Retirement $716,900 $18,900 2.71%
Home $654,000 - -
Other Real Estate $10,130 $3,200 46.18%
Cars $13,700 ($300) (2.14%)
Personal Property $5,700 $300 5.56%
Other Assets $41,400 $1,000 2.48%
$1,900,030 $42,400 2.28%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $268,100 ($1,800) (0.67%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $5,600 $2,200 64.71%
Car Loans $7,950 ($725) (8.36%)
Other Debts $0 ($4,000) -
Total Debts $281,650 ($4,325) (1.51%)
Net Worth $1,618,380 $46,725 2.97%
*All values shown in USD ($)
Notes:
Start of month metric: 160K 156.7%
6/2 - 162K 157.8%
6/8 - cleared tax
6/15 - 157.4% 162.3K
6/19 - 161.3% 173.8K ... this can't continue
6/23 - 162.4% 176K --- crazy
6/30 - 163.5%

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

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