girlnextdoor's Net Worth for December 2020


Assets Value Change ($) Change (%)
Cash $33,071 ($1,016) (2.98%)
Stocks $41,221 $3,663 9.75%
Bonds $0 - -
Annuities $0 - -
Retirement $591,603 $62,556 11.82%
Home $263,728 - -
Other Real Estate $0 - -
Cars $4,371 $13 0.30%
Personal Property $15,750 - -
Other Assets $0 - -
$949,744 $65,216 7.37%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $949,744 $65,216 7.37%
*All values shown in USD ($)
Notes:
What a roller coaster this year has been.

I threw a few thousand into DH's Roth right before the election to max it out for 2020. Got to pick up a little extra gains from that.

I'm thinking we are over-invested in retirement at this point, so for 2021 I am going to drop my 401k contributions down to the company match, possibly flip them to a regular 401k as opposed to the Roth 401k they're currently going in, and invest the rest in taxable accounts. I realize this is backwards from the advice most people give about retirement, but I'm thinking if/when we retire early, we'll want access to more $ outside of retirement accounts so it makes sense to start putting money in places where we won't pay a fee later to use it.

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