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UTex08's
Net Worth for January 2022
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Assets
Value
Change ($)
Change (%)
Cash
$267,916
$2,962
1.12%
Stocks
$294,077
$9,123
3.20%
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$1,193,596
$19,688
1.68%
Home
$800,000
$105,000
15.11%
Other Real Estate
$300,000
$39,000
14.94%
Cars
$49,000
$14,000
40.00%
Personal Property
$0
-
-
Kids 529 College Savings
$68,635
$3,053
4.66%
Total Assets
$2,973,224
$192,826
6.94%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$437,426
($796)
(0.18%)
Other Mortgage(s)
$119,622
($189)
(0.16%)
Student Loans
$0
-
-
Credit Cards
$11,466
$11,466
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$568,514
$10,481
1.88%
Net Worth
$2,404,710
$182,345
8.20%
*
All values shown in USD ($)
Notes:
Maxed out IRA's for the year this month. Will max out one of our Roth 401k's at the end of this month.
Home values updated this month for the year. They've appreciated well as have our 4-5 year old vehicles strangely enough.
Credit card balance is due to electrical work on the house. Will move some cash savings to cover the cost.
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Comments
8/10/2022 8:55:12 AM
mrw04c
I too maxed out our IRAs in January - talk about market timing. Oh well.
8/15/2022 11:10:32 PM
UTex08
Haha, yes, I felt the same pain. I have to remind myself that time in the market beats timing the market.