mbasherp's Net Worth for November 2023


Assets Value Change ($) Change (%)
Cash $34,242 $19,037 125.20%
Stocks $141,989 $11,907 9.15%
Bonds $0 ($15,313) -
Retirement $395,465 $36,693 10.23%
Home $449,000 $27,100 6.42%
Cars $55,000 ($1,000) (1.79%)
Crypto $3,286 $521 18.84%
Precious Metals $9,633 ($1,267) (11.62%)
529 $7,330 $619 9.22%
$1,095,945 $78,297 7.69%
 
Debts Value Change ($) Change (%)
Home Mortgage - 2.5% 30yr $183,909 ($381) (0.21%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loan 0% 3 yr $26,627 ($986) (3.57%)
Other Debts $0 - -
Total Debts $210,536 ($1,367) (0.65%)
Net Worth $885,409 $79,664 9.89%
*All values shown in USD ($)
Notes:
Big jump in listed home value due to making my annual update. We also sold all our Series I Savings Bonds and moved the proceeds to money market fund due to the big difference in rates. I bonds had been part of our emergency fund since 2017 - I'm undecided about buying new issues with the higher fixed rate.

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