jbmil's Net Worth for February 2021


Assets Value Change ($) Change (%)
Cash $32,403 $14,903 85.16%
Stocks $499,350 ($22,250) (4.27%)
Bonds $3,700 $1,950 111.43%
Home $654,000 - -
Cars $12,100 ($300) (2.42%)
Other Real Estate $16,850 $120 0.72%
Personal Property $9,200 - -
Retirement $928,700 $26,900 2.98%
Other Assets $55,800 $1,150 2.10%
$2,212,103 $22,473 1.03%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $253,180 ($1,890) (0.74%)
Credit Cards $4,200 ($850) (16.83%)
Car Loans $2,200 ($720) (24.66%)
Other Debts $25,000 $17,500 233.33%
Total Debts $284,580 $14,040 5.19%
Net Worth $1,927,523 $8,433 0.44%
*All values shown in USD ($)
Notes:
Metric 2/9 - 215.5% ,
Metric 2/15 - 216.8% , 300.6K
2/28 - 210.7% 288K (decline, unrealized tax bill)

2/15 and 2/28 -Tracking a now 25K tax bill in other debts. less than half it will be refunded, but it will likely take 1-2 months to resolve.

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
Other Debts = Approximate tax bill

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