jbmil's Net Worth for March 2021


Assets Value Change ($) Change (%)
Cash $7,500 ($24,903) (76.85%)
Stocks $519,500 $20,150 4.04%
Bonds $4,700 $1,000 27.03%
Home $654,000 - -
Cars $11,800 ($300) (2.48%)
Other Real Estate $16,980 $130 0.77%
Personal Property $8,800 ($400) (4.35%)
Crypto $0 - -
ESPP $0 - -
Retirement $952,269 $23,569 2.54%
529s $0 - -
HSA $0 - -
Other Assets $55,430 ($370) (0.66%)
Unused_Asset05 $10,700 $10,700 -
$2,241,679 $29,576 1.34%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $251,300 ($1,880) (0.74%)
Credit Cards $5,100 $900 21.43%
Car Loans $2,200 - -
Car Leases $0 - -
Total Debts $258,600 ($25,980) (9.13%)
Net Worth $1,983,079 $55,556 2.88%
*All values shown in USD ($)
Notes:
3/1 - 210.7% 288K (does not include unrealized tax bill)
3/2 - 218.8% 308K
3/5- 209.8% 286K
3/6 - 212,8% - 292.3K
3/13 -

Tracking a 28.7K tax bill, with a 10.7K refund -- ugh what a mess.

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
Other Debts = Approximate tax bill

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