mdv1984's Net Worth for October 2023


Assets Value Change ($) Change (%)
Cash $81,683 ($1,072) (1.30%)
Stocks $55,278 ($2,776) (4.78%)
Bonds $6,875 ($175) (2.48%)
Retirement $509,636 ($20,770) (3.92%)
Home $297,200 ($400) (0.13%)
Cars $21,392 $125 0.59%
Personal Property $0 - -
Other Assets $0 - -
Roth IRA $120,507 ($4,824) (3.85%)
Roth IRA - wife $49,811 ($1,464) (2.86%)
$1,142,382 ($31,356) (2.67%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $119,356 ($722) (0.60%)
Credit Cards $0 - -
Car Loans $0 - -
Total Debts $119,356 ($722) (0.60%)
Net Worth $1,023,026 ($30,634) (2.91%)
*All values shown in USD ($)
Notes:
September was a consolidation month for the market. Hopefully it's about to start its next leg up in the 4th quarter. Inflation has come down, but it remains higher than the fed wants, and so they are pondering more interest rate hikes. Thank goodness we have a 2.75% mortgage! We're now married to it for the final 11 years of payments.

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