jwxman's Net Worth for December 2021


Assets Value Change ($) Change (%)
Cash $19,136 $4,147 27.67%
Stocks $629,322 $31,676 5.30%
Bonds $682,943 ($32,596) (4.56%)
Annuities $0 - -
Retirement $35,630 $1,656 4.87%
Home $544,000 $2,000 0.37%
Other Real Estate $0 - -
Cars $20,600 - -
Personal Property $0 - -
Other Assets $0 - -
$1,931,631 $6,883 0.36%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $18,061 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,348 ($78) (5.47%)
Car Loans $2,001 ($400) (16.66%)
Other Debts $0 - -
Total Debts $21,410 ($478) (2.18%)
Net Worth $1,910,221 $7,361 0.39%
*All values shown in USD ($)
Notes:
2021. Net worth return 11.7%. Total market 12.1%. HSA -19.2% Roth IRA -30.9%. TSP 4.1%. Taxable 70.8%.

Comments