proud2bfrugal's Net Worth for December 2020


Assets Value Change ($) Change (%)
Cash $425,000 $31,000 7.87%
Stocks $244,000 $40,000 19.61%
Bonds $126,000 $57,000 82.61%
Annuities $0 - -
Retirement $2,375,000 $261,000 12.35%
Home $480,000 $20,000 4.35%
Other Real Estate $0 - -
Cars $8,000 - -
Personal Property $5,000 - -
Other Assets $8,000 - -
$3,671,000 $409,000 12.54%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $3,671,000 $409,000 12.54%
*All values shown in USD ($)
Notes:
My revenue from my part-time consulting business has gone up quite a bit compared to last year, and my retired wife just started a part-time remote contract (may only be a few months) with her former company so we have some decent income right now to offset drawing against our savings to meet our monthly expenses. Expenses are down a bit for the year since we're barely going anywhere or doing much due to the pandemic. Other assets include cash value of insurance policies, and the balance of a medical reimbursement account from a former employer. Retirement accounts have returned ~12% YTD, pretty good news considering the state of much of the rest of the economy due to the Covid-19 pandemic still raging.

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