jwxman's Net Worth for June 2021


Assets Value Change ($) Change (%)
Cash $6,431 $2,421 60.37%
Stocks $0 - -
Bonds $1,300,825 $88,094 7.26%
Annuities $0 - -
Retirement $32,294 $625 1.97%
Home $533,000 $5,000 0.95%
Other Real Estate $0 - -
Cars $20,600 - -
Personal Property $0 - -
Other Assets $0 - -
$1,893,150 $96,140 5.35%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $31,562 ($2,679) (7.82%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,734 $466 36.75%
Car Loans $4,401 ($400) (8.33%)
Other Debts $0 - -
Total Debts $37,697 ($2,613) (6.48%)
Net Worth $1,855,453 $98,753 5.62%
*All values shown in USD ($)
Notes:
2021-YTD. Net worth return 8.5%. Total market 12.1%. Roth IRA -23.5%. Taxable 62.3%. HSA -23.1%. TSP 5.7%.

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