ba70's Net Worth for December 2019


Assets Value Change ($) Change (%)
Cash $8,003 $3,195 66.45%
Stocks $154,013 $6,529 4.43%
Bonds $3,141 - -
Annuities $0 - -
Retirement $849,324 $21,832 2.64%
Home $337,923 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $96,707 $2,255 2.39%
$1,449,111 $33,811 2.39%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $1,533 ($90) (5.55%)
Total Debts $1,533 ($90) (5.55%)
Net Worth $1,447,578 $33,901 2.40%
*All values shown in USD ($)
Notes:
12/07/2019

12/31/2019

It's taken a while to come around, but now that networthiq.com is no more we are here to stay.

It's been a hell of a year... Our net worth has increased by $250k.

We are still holding onto the big paycheck from the mothership, and she has steadied some after many very co$tly mistakes. The toll of the stress that comes along with the paycheck is still very much there. If we can continue on a few more years (3?) in this manner we should be on easy street.

A few months back the mothership announced that our pension plan will be closed at the end of 2021, so our monthly pension payout will be capped at roughly 30k per year once we hit 60 - ten years from now.

We are growing concerned about the froth in the market. Our equity holdings have grown to 85 percent from the mid-60's back in 2017, so we are leaning towards hitting the reset button.

We fantasize more and more about heading south, but this will only come after our daughter completes high school in 2024. On that note it should be stated that some time back we decided to include college savings as part of our net worth, which have been broken out into the "Other Assets" category. We are hopeful that we've put her in a good position to close to debt free if she decides to go to college.

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