mdv1984's Net Worth for May 2023


Assets Value Change ($) Change (%)
Cash $82,773 ($11,656) (12.34%)
Stocks $53,277 $552 1.05%
Bonds $7,198 $39 0.54%
Retirement $496,300 $3,541 0.72%
Home $287,200 $4,300 1.52%
Cars $24,927 ($568) (2.23%)
Personal Property $0 - -
Other Assets $0 - -
Roth IRA $118,412 $7,420 6.69%
Roth IRA - wife $47,914 $6,431 15.50%
$1,118,001 $10,059 0.91%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $122,952 ($714) (0.58%)
Credit Cards $0 - -
Car Loans $0 - -
Total Debts $122,952 ($714) (0.58%)
Net Worth $995,049 $10,773 1.09%
*All values shown in USD ($)
Notes:
April was a roller coaster month for the index funds, but they ended slightly up overall. Maybe May will be the month we return to millionaire status. Hopefully it won't be: sell in May and go away.

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