I never got around to calculating last month's net worth, so this represents the change over two months. But holy cow, what a surprise I came back to this month!
Assets:
NT's UK pensions:
AV: 22,397 pounds ($27,996)
SW: 27,225 pounds ($34,031)
FL: 6,462 pounds ($8,078)
NT's trad. IRA: $97,596
NT's Roth IRA: $54,171
AS's trad. IRA: $24,606
AS's Roth IRA: $79,044
AS's SEP IRA: $57,264
CJ's 401(k): $190,361
CJ's Roth IRA: $59,357
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $592,200 ($630,000 value -6%)
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TOTAL ASSETS: $1,437,204
Debts:
US Mortgage $373,403
Loan from friends (duplex) $9,000
UK Mortgage 1 $27,163
UK Mortgage 2 $5,726
UK Mortgage 3 $6,030
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TOTAL DEBT $421,322
Current Estimated Net Worth: $1,015,882
September 2020 estimate: $965,842
Change in net worth (over 2 months): +$50,040
Summary: Wow. We're a net worth millionaire household. I don't even know how to comprehend that!
A little over 13 years ago, in September 2007, I started tracking our net worth, and my initial valuation then was $54,903. Little did I know at the time that our condo had lost a ton of value when the housing bubble burst, so it was probably a lot closer to $0 than I realized. So we've essentially built up a million dollars of net worth in those 13 years.
Notes on the numbers above: House value estimates are usually approximate. UK pension values updated about once a year. UK asset values and debt amounts are calculated figuring $1.25 for every British pound.
November 30th, 2020 at 08:52 pm 1606769555
November 30th, 2020 at 09:28 pm 1606771732
November 30th, 2020 at 11:46 pm 1606779985
December 1st, 2020 at 05:41 am 1606801287
December 1st, 2020 at 02:33 pm 1606833216