retireby50's Net Worth for May 2020


Assets Value Change ($) Change (%)
Cash $31,878 $2,508 8.54%
Stocks $78,756 $12,364 18.62%
Bonds $0 - -
Annuities $0 - -
Retirement $261,274 $21,593 9.01%
Home $0 - -
Other Real Estate $0 - -
Cars $7,500 - -
Personal Property $0 - -
Other Assets $39,223 $286 0.73%
$418,631 $36,751 9.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $418,631 $36,751 9.62%
*All values shown in USD ($)
Notes:
I will be looking at some stocks to start investing in with the little excess cash that I have at the moment.

Dropping the ball as I still have not accomplished my goals. Will seek to execute soonest (I swear!).

a. Find investment vehicle for mom's savings account that I am building (currently at $6,700; saving $500/month)

b. Find account for long term savings. I am of the mindset that I would like to have two "pots" for my savings. One where I retain my money market account at $20k, which will form my emergency nest egg. The second account will be in a slightly more riskier fund (50/50 stocks/bond acct?) and will contain my long term emergency fund, which I would like to grow to $80k+. By doing this, I feel that most of my emergency fund will grow to at least match with inflation over the years.

Of the other assets, $35,528 is in my personal savings. 3695 euro is in my European accounts.

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