jbmil's Net Worth for August 2020


Assets Value Change ($) Change (%)
Cash $20,100 $5,100 34.00%
Stocks $467,000 $18,800 4.19%
Bonds $4,200 $3,350 394.12%
Annuities $0 - -
Retirement $792,800 $38,500 5.10%
Home $654,000 - -
Other Real Estate $10,460 $140 1.36%
Cars $13,900 ($300) (2.11%)
Personal Property $5,700 - -
Other Assets $45,900 $1,420 3.19%
$2,014,060 $67,010 3.44%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $262,550 ($3,700) (1.39%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $6,000 $1,400 30.43%
Car Loans $6,600 ($650) (8.97%)
Other Debts $0 ($3,000) -
Total Debts $275,150 ($5,950) (2.12%)
Net Worth $1,738,910 $72,960 4.38%
*All values shown in USD ($)
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

Metric: 8/4/, 215.4K, 177%
8/25, 213K, 177.4%
8/29/ 224.4K 182.3%

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