jbmil's Net Worth for November 2020


Assets Value Change ($) Change (%)
Cash $30,000 $14,000 87.50%
Stocks $492,700 $18,200 3.84%
Bonds $3,800 $2,900 322.22%
Home $654,000 - -
Cars $13,000 ($300) (2.26%)
Other Real Estate $10,895 $135 1.25%
Personal Property $7,400 - -
Retirement $861,900 $82,300 10.56%
Other Assets $50,860 $3,360 7.07%
$2,124,555 $120,595 6.02%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $258,820 ($1,880) (0.72%)
Credit Cards $10,950 $3,150 40.38%
Car Loans $4,338 ($812) (15.77%)
Other Debts $0 - -
Total Debts $274,108 $458 0.17%
Net Worth $1,850,447 $120,137 6.94%
*All values shown in USD ($)
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
Home = Fixed at 654K for tracking purposes - no appreciation
Other Assets = College Savings Plan
Personal Property = HSA

11/3 - 245.0K, 189.5%
11/4 - 255.7K , 194.5%
11/5 - 261.5K, 196.1%
11/30 - 259K, 194.7%

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