jbmil's Net Worth for October 2020


Assets Value Change ($) Change (%)
Cash $16,000 ($5,750) (26.44%)
Stocks $474,500 ($1,300) (0.27%)
Bonds $900 ($6,800) (88.31%)
Home $654,000 - -
Cars $13,300 ($300) (2.21%)
Other Real Estate $10,760 $160 1.51%
Personal Property $7,400 ($1,300) (14.94%)
Retirement $779,600 ($7,100) (0.90%)
Other Assets $47,500 $1,700 3.71%
$2,003,960 ($20,690) (1.02%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $260,700 ($1,850) (0.70%)
Credit Cards $7,800 $3,100 65.96%
Car Loans $5,150 ($750) (12.71%)
Other Debts $0 - -
Total Debts $273,650 $500 0.18%
Net Worth $1,730,310 ($21,190) (1.21%)
*All values shown in USD ($)
Notes:
I track things a bit different, here is my key:

Auto Loans = Remaining Lease
Stocks: Stock/Bond/ETF portfolio
Bonds = ESPP (until they vest every 3 month)
Car Values = Depreciation 300 a month on owned vehicle
Other Real Estate = Fundrise
Home = Fixed at 654K for tracking purposes - no appreciation
Other Assets = College Savings Plan
Personal Property = HSA

10/1 - 238.6K , 187.3%
10/5 - 244.8K 189.9%
10/12 - 252.2K 192.3%
10/17- 253.7K 192.5%
10/29 - 229.2K 182.9%

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