jbmil's Net Worth for January 2021


Assets Value Change ($) Change (%)
Cash $17,500 ($3,500) (16.67%)
Stocks $521,600 $9,360 1.83%
Bonds $1,750 ($3,750) (68.18%)
Home $654,000 - -
Cars $12,400 ($300) (2.36%)
Other Real Estate $16,730 $5,700 51.68%
Personal Property $9,200 $1,580 20.73%
Retirement $901,800 $1,600 0.18%
Other Assets $54,650 $1,650 3.11%
$2,189,630 $12,340 0.57%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $255,070 ($1,880) (0.73%)
Credit Cards $5,050 ($1,200) (19.20%)
Car Loans $2,920 ($730) (20.00%)
Other Debts $7,500 $7,500 -
Total Debts $270,540 $3,690 1.38%
Net Worth $1,919,090 $8,650 0.45%
*All values shown in USD ($)
Notes:
I track things a bit different, here is my key:
1/20 - 282.9K , 206%
1/30 - 292.8K 211%

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
Other Debts = Approximate tax bill

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