-

jwxman's Net Worth for December 2020

View previous entry

View next entry

Assets	Value	Change ($)	Change (%)
Cash	$30,674	$4,892	18.97%
Stocks	$228,343	$28,459	14.24%
Bonds	$0	-	-
Annuities	$0	-	-
Retirement	$977,032	$82,088	9.17%
Home	$538,000	$6,000	1.13%
Other Real Estate	$0	-	-
Cars	$21,700	-	-
Personal Property	$0	-	-
Other Assets	$0	-	-
Total Assets	$1,795,749	$121,439	7.25%

Debts	Value	Change ($)	Change (%)
Home Mortgage(s)	$78,037	($2,558)	(3.17%)
Other Mortgage(s)	$0	-	-
Student Loans	$0	-	-
Credit Cards	$1,388	$637	84.82%
Car Loans	$6,802	($400)	(5.55%)
Other Debts	$0	-	-
Total Debts	$86,227	($2,321)	(2.62%)
Net Worth	$1,709,522	$123,760	7.80%
^*All values shown in USD ($)

Notes:

Comments

1/1/2021 11:45:46 AM jwxman
2020 Net worth return 67.3%. Roth IRA 316.6%. Taxable 116.8%. HSA 169.5%. TSP 42.0%. All record highs for a single year, except for TSP (42.6% in 2004).
1/5/2021 10:17:04 AM NevadaFlier
Great year! What are you holding in your ROTH? Any tips?
1/29/2021 8:51:45 PM jwxman
It was more or less lucky timing. I got in leveraged bonds well before the pandemic began and sold in spring. Went all in on leveraged stocks then and tripled their value before selling. Can't imagine I'll ever see a return like that again!