bap1234's Net Worth for December 2022


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $2,374,043 ($62,607) (2.57%)
Bonds $0 - -
Annuities $0 - -
Retirement $105,976 $2,352 2.27%
Home $1,622,441 $36,012 2.27%
Other Real Estate $0 - -
Cars $35,000 - -
Personal Property $0 - -
Other Assets $0 - -
$4,137,460 ($24,243) (0.58%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,230,648 $26,173 2.17%
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $8,980 $8,184 1,028.14%
Total Debts $1,239,628 $34,357 2.85%
Net Worth $2,897,832 ($58,600) (1.98%)
*All values shown in USD ($)
Notes:

Comments

1/7/2023 5:33:37 PM UTex08
Do you focus investing your free cash flow into taxable brokerage accounts or tax sheltered 401k/IRA? Curious bc most of your wealth is in stocks and not in your retirement category.
1/8/2023 4:18:49 AM bap1234
i dont live in the US. They offer tax sheltered savings where I live but your are restricted in what you can do with it. I believe I can do better with the money paying the tax upfront. Note: no captial gains tax where i live so i try focus on companies that do not pay dividends but also dont squander their earnings, although I do own a few paying a dividends