jwxman's Net Worth for July 2021


Assets Value Change ($) Change (%)
Cash $12,394 $5,963 92.72%
Stocks $308,354 $308,354 -
Bonds $1,073,950 ($226,875) (17.44%)
Annuities $0 - -
Retirement $32,868 $574 1.78%
Home $538,000 $5,000 0.94%
Other Real Estate $0 - -
Cars $20,600 - -
Personal Property $0 - -
Other Assets $0 - -
$1,986,166 $93,016 4.91%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $31,562 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,422 $1,688 97.35%
Car Loans $4,001 ($400) (9.09%)
Other Debts $0 - -
Total Debts $38,985 $1,288 3.42%
Net Worth $1,947,181 $91,728 4.94%
*All values shown in USD ($)
Notes:
2021-YTD. Net worth return 13.9%. Total market 19.0%. Roth IRA -15.9%. Taxable 80.1%. HSA -15.5%. TSP 6.4%.

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