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October 2019 net worth update: Ceejay74's Personal Finance Blog
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October 2019 net worth update

October 31st, 2019 at 03:30 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): $82,176
NT's Roth IRA: $39,305
AS's trad. IRA: $20,906
AS's Roth IRA: $60,273
AS's SEP IRA: $36,925
CJ's 401(k): $151,644
CJ's Roth IRA: $43,689
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $427,281 ($454,554 value -6%)
---
TOTAL ASSETS: $1,145,941

Debts:
US Mortgage $375,712
Loan from friends (duplex) $9,000
UK Mortgage 1 $29,603
UK Mortgage 2 $6,240
UK Mortgage 3 $6,571
---
TOTAL DEBT $427,126

Current Estimated Net Worth: $718,815

September 2019 estimate: $707,736

Change in net worth: +$11,079

Summary: Another good month; I'll enjoy the gains while I can and then try to focus on how I'm buying low during the recession! It's only a matter of time before it hits...

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 “October 2019 net worth update”

  1. rob62521 Says:

    It's always nice to see a plus sign when you have a change in net worth! Way to go!

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