jbmil's Net Worth for July 2020


Assets Value Change ($) Change (%)
Cash $15,000 ($2,900) (16.20%)
Stocks $448,200 $13,500 3.11%
Bonds $850 ($4,750) (84.82%)
Annuities $0 - -
Retirement $754,300 $37,400 5.22%
Home $654,000 - -
Other Real Estate $10,320 $190 1.88%
Cars $14,200 $500 3.65%
Personal Property $5,700 - -
Other Assets $44,480 $3,080 7.44%
$1,947,050 $47,020 2.47%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $266,250 ($1,850) (0.69%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $4,600 ($1,000) (17.86%)
Car Loans $7,250 ($700) (8.81%)
Other Debts $3,000 $3,000 -
Total Debts $281,100 ($550) (0.20%)
Net Worth $1,665,950 $47,570 2.94%
*All values shown in USD ($)
Notes:
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

Current metric 163%, 180K
7/7 - 169.5% , 194.9K
7/23 - 170.4% 198.8K

Comments

7/1/2020 9:04:03 AM jbmil
Current metric: 163.8%, 180K. 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