retireby50's Net Worth for December 2021


Assets Value Change ($) Change (%)
Cash $12,418 ($2,248) (15.33%)
Stocks $154,247 $336 0.22%
Bonds $0 - -
Annuities $0 - -
Retirement $503,903 ($10,454) (2.03%)
Home $0 - -
Other Real Estate $0 - -
Cars $5,000 - -
Personal Property $0 - -
Other Assets $49,297 $612 1.26%
$724,865 ($11,754) (1.60%)
 
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 $724,865 ($11,754) (1.60%)
*All values shown in USD ($)
Notes:
Overall, another great year of saving. Amazing to be nearly $250K under $1,000,000. Can't wait to break the mark in the future. Farewell 2021!

Received my property damage claim of approximately $550 in compensation just in time for the holidays.

Need to complete my voucher for picking up my vehicle.

No change to A and B below.

a. Find investment vehicle for mom's savings account that I am building (currently at $2,750)

b. Find account for long term savings. I am of the mindset that I would like to have two "pots" for my savings. One where I retain my money market account at $20k, which will form my emergency nest egg. The second account will be in a slightly more riskier fund (50/50 stocks/bond acct?) and will contain my long term emergency fund, which I would like to grow to $80k+. By doing this, I feel that most of my emergency fund will grow to at least match with inflation over the years.

Of the other assets, approximately $500 is in a European account I need to close.

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