jbmil's Net Worth for March 2020


Assets Value Change ($) Change (%)
Cash $7,000 ($4,500) (39.13%)
Stocks $362,000 $8,200 2.32%
Bonds $5,300 $1,500 39.47%
Home $654,000 - -
Cars $14,600 ($300) (2.01%)
Other Real Estate $6,650 $160 2.47%
Personal Property $5,500 - -
Retirement $611,500 ($83,233) (11.98%)
Other Assets $41,650 - -
$1,708,200 ($78,173) (4.38%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $274,400 ($1,800) (0.65%)
Credit Cards $5,000 ($1,300) (20.63%)
Car Loans $10,127 ($723) (6.66%)
Other Debts $4,000 $4,000 -
Total Debts $293,527 $177 0.06%
Net Worth $1,414,673 ($78,350) (5.25%)
*All values shown in USD ($)
Notes:
Start of month : 129.0%, 84.4K (3/2).
Swing up and down has metric flat through the month --- 3/31 metric up slightly: 84.6.,129.1%

Most of the losses coming out of 401Ks.

--- stock is up because of a vesting.

I track things a bit different, here is my key:
Auto Loans = Remaining Lease
Bonds = ESPP (until they vest every 3 month)
Car Values = Depreciation 300 a month on owned vehicle
Other Real Estate = Fundrise
Other Assets = College Savings Plan
Personal Property = HSA (new)
Other Debts = Tax bill

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