retire4lyfe's Net Worth for December 2023


Assets Value Change ($) Change (%)
Cash $24,732 ($3,562) (12.59%)
Stocks $175,416 $26,854 18.08%
Bonds $21,528 ($21,408) (49.86%)
Annuities $0 - -
Retirement $2,629,095 $133,164 5.34%
Home $1,244,475 - -
Other Real Estate $126,008 - -
Cars $41,176 ($11,385) (21.66%)
Personal Property $47,980 ($3,500) (6.80%)
Other Assets $0 - -
Current Home $0 - -
$4,310,410 $120,163 2.87%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $175,415 ($339) (0.19%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $22,545 ($1,056) (4.47%)
Other Debts $0 - -
Total Debts $197,960 ($1,395) (0.70%)
Net Worth $4,112,450 $121,558 3.05%
*All values shown in USD ($)
Notes:
Bonds are I-Bonds - Sold some and transferred to Treasuries
Stocks are brokerage accounts, mostly short term Treasuries and CDs
Adjusted Cars and Personal Property (Equipment) with annual depreciation

Good year, although doesn't feel like one since it is recovering mostly from last year being down

Comments