jbmil's Net Worth for April 2021


Assets Value Change ($) Change (%)
Cash $30,100 $22,600 301.33%
Stocks $519,600 $10,300 2.02%
Bonds $875 ($3,825) (81.38%)
Annuities $0 - -
Retirement $994,111 $41,842 4.39%
Home $654,000 - -
Other Real Estate $17,320 $340 2.00%
Cars $11,500 ($300) (2.54%)
Personal Property $7,500 ($1,300) (14.77%)
Other Assets $59,220 $3,790 6.84%
Unused_Asset01 $10,700 $10,700 -
$2,304,926 $73,447 3.29%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $249,400 ($1,900) (0.76%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $13,000 $7,900 154.90%
Car Loans $25,760 $23,560 1,070.91%
Other Debts $0 - -
Total Debts $288,160 $29,560 11.43%
Net Worth $2,016,766 $43,887 2.22%
*All values shown in USD ($)
Notes:
Passed 2 mil!!! How long will it stay above...
Metric:
4/7 - 213.0% - 290.5K
4/11 - 215.2% - 296.3K
4/20 - 196.3% - 275.6K (20K coming over next 6 weeks to reset back after getting new car lease).
4/25 - 196%, - 279K
4/30 - 199% 282K

Here is my key for everything else:
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
Tracking an expected 10K refund in Unused assets, will hopefully show up by May!

Comments

4/19/2021 6:52:01 AM cbusguy
Congrats!