jwxman's Net Worth for April 2021


Assets Value Change ($) Change (%)
Cash $12,587 $2,801 28.62%
Stocks $0 ($610,867) -
Bonds $1,199,816 $645,410 116.41%
Annuities $0 - -
Retirement $32,352 $2,177 7.21%
Home $508,000 - -
Other Real Estate $0 - -
Cars $20,600 - -
Personal Property $0 - -
Other Assets $0 - -
$1,773,355 $39,521 2.28%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $36,914 ($2,665) (6.73%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $4,664 $456 10.84%
Car Loans $5,201 ($401) (7.16%)
Other Debts $0 - -
Total Debts $46,779 ($2,610) (5.28%)
Net Worth $1,726,576 $42,131 2.50%
*All values shown in USD ($)
Notes:
2021-YTD. Net worth return 1.0%. Total market 4.3%. Roth IRA -32.3%. Taxable 45.2%. HSA -33.0%. TSP 4.6%.

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