jbmil's Net Worth for September 2020


Assets Value Change ($) Change (%)
Cash $21,750 $1,650 8.21%
Stocks $475,800 $8,800 1.88%
Bonds $7,700 $3,500 83.33%
Home $654,000 - -
Cars $13,600 ($300) (2.16%)
Other Real Estate $10,600 $140 1.34%
Personal Property $8,700 $3,000 52.63%
Retirement $786,700 ($6,100) (0.77%)
Other Assets $45,800 ($100) (0.22%)
$2,024,650 $10,590 0.53%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $262,550 - -
Credit Cards $4,700 ($1,300) (21.67%)
Car Loans $5,900 ($700) (10.61%)
Other Debts $0 - -
Total Debts $273,150 ($2,000) (0.73%)
Net Worth $1,751,500 $12,590 0.72%
*All values shown in USD ($)
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: 9/1 - 247.8K, 190%
9/2 - 253.6K 192%
9/13 - 225.0K 181%
9/25 - 228.7K 182.6%
9/30 - 235K, 186.0%

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