jwxman's Net Worth for October 2021


Assets Value Change ($) Change (%)
Cash $15,637 $5,149 49.09%
Stocks $694,828 $39,374 6.01%
Bonds $676,418 $12,947 1.95%
Annuities $0 - -
Retirement $34,313 $1,232 3.72%
Home $540,000 - -
Other Real Estate $0 - -
Cars $20,600 - -
Personal Property $0 - -
Other Assets $0 - -
$1,981,796 $58,702 3.05%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $23,482 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $545 ($2,387) (81.41%)
Car Loans $2,801 ($400) (12.50%)
Other Debts $0 - -
Total Debts $26,828 ($2,787) (9.41%)
Net Worth $1,954,968 $61,489 3.25%
*All values shown in USD ($)
Notes:
2021-YTD. Net worth return 14.4%. Total market 17.1%. HSA -15.2% Roth IRA -17.4%. TSP 6.6%. Taxable 73.8%.

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