jwxman's Net Worth for May 2021


Assets Value Change ($) Change (%)
Cash $4,010 ($8,577) (68.14%)
Stocks $0 - -
Bonds $1,212,731 $12,915 1.08%
Annuities $0 - -
Retirement $31,669 ($683) (2.11%)
Home $528,000 $20,000 3.94%
Other Real Estate $0 - -
Cars $20,600 - -
Personal Property $0 - -
Other Assets $0 - -
$1,797,010 $23,655 1.33%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $34,241 ($2,673) (7.24%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,268 ($3,396) (72.81%)
Car Loans $4,801 ($400) (7.69%)
Other Debts $0 - -
Total Debts $40,310 ($6,469) (13.83%)
Net Worth $1,756,700 $30,124 1.74%
*All values shown in USD ($)
Notes:
2021-YTD. Net worth return 2.8%. Total market 4.4%. Roth IRA -32.5%. Taxable 43.2%. HSA -32.2%. TSP 4.9%.

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