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Home > November 2018 net worth update

November 2018 net worth update

December 2nd, 2018 at 02:56 pm

NT's UK pensions:
AV: 17,967 pounds ($22,459)
SW: 28,134 pounds ($35,168)
FL: 6,462 pounds ($8,078)
NT's 401(k): $68,536
NT's Roth IRA: $30,623
AS's trad. IRA: $18,848
AS's Roth IRA: $49,538
AS's SEP IRA: $26,427
CJ's 401(k): $130,284
CJ's Roth IRA: $34,576
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $427,281 ($454,554 value -6%)
TOTAL ASSETS: $1,064,318

US Mortgage $383,909
Loan from friends (duplex) $9,000
UK Mortgage 1 $31,590
UK Mortgage 2 $6,659
UK Mortgage 3 $7,013
TOTAL DEBT $438,171

Current Estimated Net Worth: $626,147

August 2018 estimate: $615,442

Change in net worth: $10,705

Summary: We made up about half the net worth we lost last month, partly through modest fund recovery, plus debt repayment and retirement contributions.

Notes on the numbers above: House value estimates are approximate. (I do have my eye on a comparable listing for the UK flat, but it's been on the market a long time.) UK pension values updated about once a year. UK asset values and debt amounts are calculated figuring $1.25 for every British pound.

1 Responses to “November 2018 net worth update”

  1. rob62521 Says:

    Glad you made up some of your net worth. Good work!

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