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May 2020 net worth update

June 1st, 2020 at 01:14 am

Assets:
NT's UK pensions:
AV: 22,397 pounds ($27,996)
SW: 29,047 pounds ($36,309)
FL: 6,462 pounds ($8,078)
NT's 401(k): $85,506
NT's Roth IRA: $41,775
AS's trad. IRA: $20,447
AS's Roth IRA: $62,200
AS's SEP IRA: $44,055
CJ's 401(k): $151,556
CJ's Roth IRA: $46,042
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: $1,163,745

Debts:
US Mortgage $370,357
Loan from friends (duplex) $9,000
UK Mortgage 1 $28,311
UK Mortgage 2 $5,968
UK Mortgage 3 $6,285
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TOTAL DEBT $419,921

Current Estimated Net Worth: $743,824

April 2020 estimate: $703,686

Change in net worth: +$40,138

Summary: We lost $85K total value in February and March, and have gained about $72K back, so we're about $13K off from our pre-pandemic high.

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.

3 Responses to “May 2020 net worth update”

  1. creditcardfree Says:
    1591013461

    Thinking of your family at this time ceejay! ((Hugs)) I hope you are staying safe.

  2. ceejay74 Says:
    1591047519

    We're doing our best, CCF! Thanks for checking--reminded me that I should do an update.

  3. Creditcardfree Says:
    1591105117

    I saw your update and appreciate your response. Sending all of you love and strength. ♥️

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