jwxman's Net Worth for November 2021


Assets Value Change ($) Change (%)
Cash $14,989 ($648) (4.14%)
Stocks $597,646 ($97,182) (13.99%)
Bonds $715,539 $39,121 5.78%
Annuities $0 - -
Retirement $33,974 ($339) (0.99%)
Home $542,000 $2,000 0.37%
Other Real Estate $0 - -
Cars $20,600 - -
Personal Property $0 - -
Other Assets $0 - -
$1,924,748 ($57,048) (2.88%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $18,061 ($5,421) (23.09%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,426 $881 161.65%
Car Loans $2,401 ($400) (14.28%)
Other Debts $0 - -
Total Debts $21,888 ($4,940) (18.41%)
Net Worth $1,902,860 ($52,108) (2.67%)
*All values shown in USD ($)
Notes:
2021-YTD. Net worth return 11.3%. Total market 13.5%. HSA -31.1% Roth IRA -33.3%. TSP 2.6%. Taxable 84.3%.

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