jbmil's Net Worth for December 2020


Assets Value Change ($) Change (%)
Cash $21,000 ($9,000) (30.00%)
Stocks $512,240 $19,540 3.97%
Bonds $5,500 $1,700 44.74%
Home $654,000 - -
Cars $12,700 ($300) (2.31%)
Other Real Estate $11,030 $135 1.24%
Personal Property $7,620 $220 2.97%
Retirement $900,200 $38,300 4.44%
Other Assets $53,000 $2,140 4.21%
$2,177,290 $52,735 2.48%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $256,950 ($1,870) (0.72%)
Credit Cards $6,250 ($4,700) (42.92%)
Car Loans $3,650 ($688) (15.86%)
Other Debts $0 - -
Total Debts $266,850 ($7,258) (2.65%)
Net Worth $1,910,440 $59,993 3.24%
*All values shown in USD ($)
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

12/31 - 277.6K 204.1%

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