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mdv1984's
Net Worth for May 2023
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Assets
Value
Change ($)
Change (%)
Cash
$82,773
($11,656)
(12.34%)
Stocks
$53,277
$552
1.05%
Bonds
$7,198
$39
0.54%
Retirement
$496,300
$3,541
0.72%
Home
$287,200
$4,300
1.52%
Cars
$24,927
($568)
(2.23%)
Personal Property
$0
-
-
Other Assets
$0
-
-
Roth IRA
$118,412
$7,420
6.69%
Roth IRA - wife
$47,914
$6,431
15.50%
Total Assets
$1,118,001
$10,059
0.91%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$122,952
($714)
(0.58%)
Credit Cards
$0
-
-
Car Loans
$0
-
-
Total Debts
$122,952
($714)
(0.58%)
Net Worth
$995,049
$10,773
1.09%
*
All values shown in USD ($)
Notes:
April was a roller coaster month for the index funds, but they ended slightly up overall. Maybe May will be the month we return to millionaire status. Hopefully it won't be: sell in May and go away.
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