retireby50's Net Worth for October 2021


Assets Value Change ($) Change (%)
Cash $14,004 $3,651 35.27%
Stocks $143,264 ($7,173) (4.77%)
Bonds $0 - -
Annuities $0 - -
Retirement $495,201 ($15,077) (2.95%)
Home $0 - -
Other Real Estate $0 - -
Cars $5,000 - -
Personal Property $0 - -
Other Assets $47,920 $811 1.72%
$705,389 ($17,788) (2.46%)
 
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 $705,389 ($17,788) (2.46%)
*All values shown in USD ($)
Notes:
Finances are still in flux just a bit as I move into my new apartment and start to take on the new expenses such as electric, water, and cable.

Need to complete my voucher for picking up my vehicle.

No change to A and B below.

a. Find investment vehicle for mom's savings account that I am building (currently at $2,500)

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, $47,920 is in my personal savings. 448 euro is in my European accounts that I still need to close out once my phone bill is settled.

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