Originally posted
May 31st, 2019 at 12:56 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): $73,847
NT's Roth IRA: $33,922
AS's trad. IRA: $19,371
AS's Roth IRA: $53,813
AS's SEP IRA: $30,041
AS's cash: $2,259
CJ's 401(k): $137,532
CJ's Roth IRA: $38,476
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: $1,100,284
Debts:
US Mortgage $379,470
Loan from friends (duplex) $9,000
UK Mortgage 1 $30,508
UK Mortgage 2 $6,431
UK Mortgage 3 $6,773
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TOTAL DEBT $432,182
Current Estimated Net Worth: $668,102
April 2019 estimate: $680,223
Change in net worth: -$12,121
Summary: Last month I was excited to gain nearly $22K in net worth. This month we lost nearly half of that. Market volatility is no joke and it just gets more pronounced the more skin in the game you have! Frown
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.
May 2019 net worth update (5/31/19)
October 9th, 2019 at 06:19 pm