jbmil's Net Worth for October 2023


Assets Value Change ($) Change (%)
Cash $41,450 $5,850 16.43%
Stocks $783,880 $39,980 5.37%
Bonds $5,440 $15 0.28%
Home $654,000 - -
Cars $8,800 - -
Other Real Estate $45,560 $210 0.46%
Personal Property $0 - -
Crypto $800 - -
ESPP $0 ($6,650) -
Retirement $1,002,940 ($31,360) (3.03%)
529s $67,300 ($850) (1.25%)
HSA $10,100 $1,600 18.82%
$2,620,270 $8,795 0.34%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $200,240 ($1,910) (0.94%)
Credit Cards $5,690 ($410) (6.72%)
Car Loans $0 - -
Car Leases $4,420 - -
Other Debts $0 - -
Total Debts $210,350 ($2,320) (1.09%)
Net Worth $2,409,920 $11,115 0.46%
*All values shown in USD ($)
Notes:
10.27: 639.9K, 400%

Comments

10/8/2023 11:25:38 PM Appliedvalueinvestor
Read your blog post on your struggles in pulling the trigger on BMW IX. I am very much in your boat here as a fellow NWS guy! We looked at BMW i40, liked it but being too hung on the our current frugal lifestyle to justify this spend.
10/9/2023 9:04:21 AM jbmil
Thanks for reading! I keep a weekly eye on the BMW iX's. Current discounts are still around 10-11% + the 9900 lease credit. If I could get a dealer down to around 13% I'd pull the trigger, but the dealers aren't quite there yet. Likely I'll just stay frugal, and end up driving my car for 10+ years.