T's Net Worth for January 2024


Assets Value Change ($) Change (%)
Cash $19,126 $1,915 11.13%
Stocks $157,456 $5,674 3.74%
Bonds $0 - -
Annuities $0 - -
Retirement $50,069 $5,806 13.12%
Home $0 - -
Other Real Estate $0 - -
Cars $0 ($2,000) -
Personal Property $3,000 - -
Other Assets $0 - -
$229,651 $11,395 5.22%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $7,730 ($216) (2.72%)
Credit Cards $1,156 ($77) (6.24%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $8,886 ($293) (3.19%)
Net Worth $220,765 $11,688 5.59%
*All values shown in USD ($)
Notes:
Moved in December which brought a lot of extra expenses. Rent went up to 1780/month. Just bought a car which is coming in a week or two. Big loan but I got a good deal. Starting grad school in a few days. Hoping to settle into a balanced budget and save at the very least 1000/month towards down payment for house.

Comments

1/16/2024 10:37:00 AM EscapeVelocity
You are in rarefied air for someone your age--what an extraordinary accomplishment. And enjoy the vehicle, it's okay to spend a little, especially when you are already so disciplined.