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December 2020 net worth update

January 2nd, 2021 at 07:16 am

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: $100,851
NT's Roth IRA: $56,572
AS's trad. IRA: $25,413
AS's Roth IRA: $82,315
AS's SEP IRA: $59,256
CJ's 401(k): $198,555
CJ's Roth IRA: $61,939
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $592,200 ($630,000 value -6%)
---
TOTAL ASSETS: $1,459,706

Debts:
US Mortgage $372,600

Loan from friends (duplex) $9,000
UK Mortgage 1 $26,970
UK Mortgage 2 $5,685
UK Mortgage 3 $5,988
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TOTAL DEBT $420,243

Current Estimated Net Worth: $1,039,463

November 2020 estimate: $1,015,882

Change in net worth: +$23,581

Summary: The gains continued for another month and my household closed out 2020 with net worth millionaire status!

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.

3 Responses to “December 2020 net worth update”

  1. MonkeyMama Says:
    1609601416

    Nice!

  2. LuckyRobin Says:
    1609640682

    Woo hoo!

  3. rob62521 Says:
    1609709543

    Outstanding! Let's hope 2021 is equally profitable for all of us!

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