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Home > December 2015 net worth update (3rd of many posts today)

December 2015 net worth update (3rd of many posts today)

December 31st, 2015 at 09:43 am

NT's UK pensions:
#1: 17,105 pounds ($27,368)
#2: 20,501 pounds ($32,801)
#3: 4,452 pounds ($7,123)
NT's 401(k): $39,312
NT's Roth IRA: $9,817
AS's trad. IRA: $14,745
AS's Roth IRA: $24,047
AS's SEP IRA: $7,577
CJ's 401(k): $82,539
CJ's Roth IRA: $12,789
NT's flat: 180,000 pounds ($288,000)
CJ/NT/AS house: $440,000
Total Assets: $986,118

Total Debt: $482,768

Current Estimated Net Worth: $503,350

November 2015 estimate: $500,403

Change in net worth: +$2,947

Summary: Ever since I've had money to contribute to retirement, performance has been dismal. For instance, I contributed over $4K this month but our balances are only up $2K, which means we actually lost $2K in value. Oh well, buying low, buying low. At least I did contribute enough and pay off a bit of debt, so our net worth went up some.

Notes on the numbers above: House value estimates are approximate. I don't have a way to check NT's UK pensions or flat value, so their values stay static for the purpose of this update (unless I happen to get some info by chance). UK asset values and debt amounts are calculated figuring $1.60 for every British pound.

1 Responses to “December 2015 net worth update (3rd of many posts today)”

  1. snafu Says:

    As we saw 2008- 2012, buying low reaps benefits in the future. Riding the stock and bond markets roller coaster has really crazy days. Sorry to report Pound to USD is $ 1.47 today.

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