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January 2017 net worth update

January 31st, 2017 at 07:48 am

Assets:
NT's UK pensions:
AV: 17,967 pounds ($22,459)
SW: 20,398 pounds ($25,497)
FL: 5,534 pounds ($6,917)
NT's 401(k): $49,362
NT's Roth IRA: $16,574
AS's trad. IRA: $16,237
AS's Roth IRA: $33,935
AS's SEP IRA: $13,806
CJ's 401(k): $100,224
CJ's Roth IRA: $19,872
NT's flat: 180,000 pounds ($225,000)
CJ/NT/AS house: $470,000 (value -6%)
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Total Assets: $999,883

Debts:
US Mortgage: $399,535
Loan from friends (duplex): $9,000
UK Mortgage 1: $35,570
UK Mortgage 2: $7,499
UK Mortgage 3: $7,896
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Total Debt: $459,500

Current Estimated Net Worth: $540,383

December 2016 estimate: $531,974

Change in net worth: +$8,409

Summary: Our assets are almost back up over a million again. The market was pretty strong this past month, but I'm not counting on this as long-term gains. Irrational exuberance that there's going to be a big economic boom thanks to destroying environmental regulations and workers' rights. Don't buy that it's good for the economy long term.

Notes on the numbers above: House value estimates are approximate. (I do have my eye on a comparable listing for the UK flat and am in the process of a refi application on the duplex, so should get an assessment soon.) UK pension values updated about once a year. UK asset values and debt amounts are calculated figuring $1.25 for every British pound.

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