jwxman's Net Worth for August 2021


Assets Value Change ($) Change (%)
Cash $9,826 ($2,568) (20.72%)
Stocks $691,132 $382,778 124.14%
Bonds $691,191 ($382,759) (35.64%)
Annuities $0 - -
Retirement $33,738 $870 2.65%
Home $540,000 $2,000 0.37%
Other Real Estate $0 - -
Cars $20,600 - -
Personal Property $0 - -
Other Assets $0 - -
$1,986,487 $321 0.02%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $26,183 ($5,379) (17.04%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,732 $310 9.06%
Car Loans $3,601 ($400) (10.00%)
Other Debts $0 - -
Total Debts $33,516 ($5,469) (14.03%)
Net Worth $1,952,971 $5,790 0.30%
*All values shown in USD ($)
Notes:
2021-YTD. Net worth return 14.2%. Total market 18.7%. HSA -17.0% Roth IRA -17.4%. TSP 7.4%. Taxable 78.7%.

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