jwxman's Net Worth for December 2020


Assets Value Change ($) Change (%)
Cash $30,674 $4,892 18.97%
Stocks $228,343 $28,459 14.24%
Bonds $0 - -
Annuities $0 - -
Retirement $977,032 $82,088 9.17%
Home $538,000 $6,000 1.13%
Other Real Estate $0 - -
Cars $21,700 - -
Personal Property $0 - -
Other Assets $0 - -
$1,795,749 $121,439 7.25%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $78,037 ($2,558) (3.17%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,388 $637 84.82%
Car Loans $6,802 ($400) (5.55%)
Other Debts $0 - -
Total Debts $86,227 ($2,321) (2.62%)
Net Worth $1,709,522 $123,760 7.80%
*All values shown in USD ($)
Notes:

Comments

1/1/2021 11:45:46 AM jwxman
2020 Net worth return 67.3%. Roth IRA 316.6%. Taxable 116.8%. HSA 169.5%. TSP 42.0%. All record highs for a single year, except for TSP (42.6% in 2004).
1/5/2021 10:17:04 AM NevadaFlier
Great year! What are you holding in your ROTH? Any tips?