FatStacks' Net Worth for January 2024


Assets Value Change ($) Change (%)
Cash $4,583 ($1,117) (19.60%)
Stock (taxable brokerage) $43 ($13) (23.21%)
Company equity $30,000 ($5,625) (15.79%)
HSA $21,049 $499 2.43%
Cars (2005 & 2019) $41,927 - -
Home $210,000 - -
Cryptocurrency $29,287 ($3,147) (9.70%)
Roth IRA $1,345 $1,100 448.98%
401k - Traditional $350,958 $1,192 0.34%
401k - Roth $24,630 $693 2.90%
401k - Trad. (spouse) $20,432 - -
Profit Sharing (spouse) $61,106 $359 0.59%
Boat $58,200 - -
$853,560 ($6,059) (0.70%)
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $104,559 ($650) (0.62%)
Student Loans (2.8%) $3,219 ($134) (4.00%)
CC (0% pay off evry mnth) $0 - -
Car Loan (72mo 3.82%) $42,202 ($848) (1.97%)
Furniture (0%) $6,155 ($317) (4.90%)
HELOC (7.75%) $37,750 ($2,250) (5.63%)
Total Debts $193,885 ($4,199) (2.12%)
Net Worth $659,675 ($1,860) (0.28%)
*All values shown in USD ($)
Notes:
529: $65,035.52
FICO: 882 (out of 900), spouse 850

Got paid out ~$5k from company equity - some of that paid for part of our upcoming vacation and the rest went towards our heloc.

Just doing the math; I'd put in $12,261 a few years ago, got paid out $4,500 in 2022, $5k this month, and it's still worth ~$30k!
I don't know when I'll be able to cash it out 100%, but I'm figuring it'll be at least 5 years, and estimating that it'll 2x in value.

Comments