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Home > April 2019 net worth update (4/30/19)

April 2019 net worth update (4/30/19)

October 9th, 2019 at 05:46 pm

Originally posted
April 30th, 2019 at 09:06 am

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): $75,205
NT's Roth IRA: $35,010
AS's trad. IRA: $20,205
AS's Roth IRA: $55,304
AS's SEP IRA: $31,447
AS's cash: $2,259
CJ's 401(k): $143,702
CJ's Roth IRA: $39,254
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $427,281 ($454,554 value -6%)
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TOTAL ASSETS: $1,113,409

Debts:
US Mortgage $380,215
Loan from friends (duplex) $9,000
UK Mortgage 1 $30,689
UK Mortgage 2 $6,469
UK Mortgage 3 $6,813
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TOTAL DEBT $433,186

Current Estimated Net Worth: $680,223

March 2019 estimate: $658,359

Change in net worth: +$21,864

Summary: It was a huge month for net worth! All our retirement accounts posted gains, and I caught up on a couple years' worth of gains on one of NT's UK accounts.

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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