proud2bfrugal's Net Worth for April 2022


Assets Value Change ($) Change (%)
Cash $411,883 ($13,117) (3.09%)
Stocks $240,000 ($4,000) (1.64%)
Bonds $71,000 ($55,000) (43.65%)
Annuities $0 - -
Retirement $2,641,982 $266,982 11.24%
Home $620,000 $140,000 29.17%
Other Real Estate $0 - -
Cars $8,000 - -
Personal Property $5,000 - -
Other Assets $8,000 - -
$4,005,865 $334,865 9.12%
 
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 $4,005,865 $334,865 9.12%
*All values shown in USD ($)
Notes:
My revenue from my part-time consulting business was the highest ever last year. A few revenue streams from it will be reduced this year however. We made about $80K last year, not too shabby from both of us working part-time, not much more than 20 hours a week each. My retired wife is doing another part-time remote contract so we continue to have some decent income right now to offset drawing against our savings to meet our monthly expenses. Our retirement accounts are down about 8% YTD unfortunately. Both equities and bonds have lost ground. Rising interest rates will hopefully give a bit of a boost to our cash position. Other assets include cash value of insurance policies, and the balance of a medical reimbursement account from a former employer. House worth has skyrocketed, but I see an adjustment coming. Despite negative returns in some asset classes, we reached another big milestone with our net worth nudging up to over $4M.

Comments

4/3/2024 9:39:52 AM sertra2002
Congrats on reaching 4 mil !
4/3/2024 9:42:49 AM proud2bfrugal
Thanks! You've done quite well yourself!