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June 2019 net worth update

July 6th, 2019 at 01:56 pm

Assets:
NT's UK pensions:
AV: 22,397 pounds ($27,996)
SW: 28,134 pounds ($35,168)
FL: 6,462 pounds ($8,078)
NT's 401(k): $78,372
NT's Roth IRA: $37,102
AS's trad. IRA: $20,541
AS's Roth IRA: $57,727
AS's SEP IRA: $32,838
AS's cash: $2,259
CJ's 401(k): $147,663
CJ's Roth IRA: $41,411
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $427,281 ($454,554 value -6%)
---
TOTAL ASSETS: $1,128,936

Debts:
US Mortgage $377,973
Loan from friends (duplex) $9,000
UK Mortgage 1 $30,146
UK Mortgage 2 $6,355
UK Mortgage 3 $6,693
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TOTAL DEBT $430,167

Current Estimated Net Worth: $698,769

May 2019 estimate: $668,102

Change in net worth: +$30,667

Summary: Wow, another huge swing in the other direction! Last month we lost about $12K in net worth, this month we made that up plus another $18K!

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.

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