mtthomso's Net Worth for March 2021


Assets Value Change ($) Change (%)
Cash $75,709 ($113,688) (60.03%)
Stocks $15,061 $1,016 7.23%
Retirement $728,224 $32,822 4.72%
Home $1,730,000 - -
Other Real Estate $1,536,000 $5,000 0.33%
Cars $16,000 - -
Personal Property $30,000 - -
Crypto $1,014,000 $210,771 26.24%
Other Assets $90,657 $90,657 -
$5,235,651 $226,578 4.52%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $903,735 ($1,953) (0.22%)
Rental Property Mortgages $706,030 ($2,096) (0.30%)
Student Loans $0 - -
Credit Cards $0 - -
Total Debts $1,609,765 ($4,049) (0.25%)
Net Worth $3,625,886 $230,627 6.79%
*All values shown in USD ($)
Notes:
Another stellar month, mainly due to crypto... how long will this last, I have no idea. After 15+ years of slow and steady gains, it's nice to have a few months with a "pop".

The big drop in cash was due to it all being invested into crypto.

We're looking pretty good on our goals for the year. Started the cash-out refi process on rentals already and plan to close this month. Also April could be the first month of cashing out some employee stock options which will get us closer to a couple other goals.

Our financial goals for 2021:

*Reach $1MM in retirement savings
*Cash out refi one of the rentals, recouping our initial investment
*Give 10% of income
*Sell some of our stock options, increasing our cash position for new investment opportunities
*Invest in new passive RE deal
*Surpass $4MM in NW.

**My wife has employee stock options. They are currently valued high. However I have not accounted for this at all in our NW tracking. Only after sales happen will I recognize the value in our NW.

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