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May 2021 net worth update

May 29th, 2021 at 08:24 pm

I started trying a retirement calculator, realized I needed our current investment numbers which I hadn't run in a few months, and decided to do a full net worth update while I was at it...

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: $110,382
NT's Roth IRA: $64,842
AS's trad. IRA: $27,759
AS's Roth IRA: $93,245
AS's SEP IRA: $71,038
CJ's 401(k): $224,575
CJ's Roth IRA: $70,741
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $592,200 ($630,000 value -6%)
TOTAL ASSETS: $1,537,387

US Mortgage $368,556
Loan from friends (duplex) $9,000
UK Mortgage 1 $26,005
UK Mortgage 2 $5,483
UK Mortgage 3 $5,773
TOTAL DEBT $414,817

Current Estimated Net Worth: $1,122,570

January 2021 estimate: $1,039,463

Change in net worth: +$83,107

Summary: It's kind of fun skipping a few months of calculations; much more dramatic drops in debt and increases in net worth! We averaged about $20K of gains in net worth per month since January.

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.

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