All figures except my Jeep value are calculated using Mint.com.
Wow! What an amazing year!! Definitely one none of us will soon forget. My net worth continued to march higher as the S&P capped off a 16% yearly gain. At one point in March the broader equity markets were down 36% from the February's high. Scary times as my net worth had briefly dropped below $800,000.
Fortunately the bear market was short lived and the losses were not only recovered, we reached new highs throughout the back half of the year.
At first glance I gained $43,000 throughout the year. Even better, that is after subtracting $36,000 in spending and some depreciation on my Jeep. In other words my portfolio generated about $84,000 in gains or $7,000 a month.
I have not received any W-2 income since retiring 35 months ago so I feel fortunate that my portfolio continues to comfortably fund my lifestyle.
The march toward $1,000,000 continues.
Assets
Checking --- $8,247
Savings/Investments --- $460,809
Lending Club --- $25
HSA --- $1,858
IRA --- $12,352
401K --- $473,857
2014 Jeep Wrangler --- $15,500
Liabilities
$3,053
Net Worth
$969,595
YTD Totals
2020
***Jan 1, 2020 --- $926,699***
Jan 31, 2020 --- $923,180
Feb 29, 2020 --- $887,924
Mar 31, 2020 --- $840,075
Apr 30, 2020 --- $883,292May 31, 2020 --- $897,577
June 30, 2020 --- $898,663
July 31, 2020 --- $923,038
Aug 31, 2020 --- $944,156
Sep 30, 2020 --- $922,946
Oct 31, 2020 --- $901,082
Nov 30, 2020 --- $956,268
Dec 31, 2020 --- $969,595
Dec 31, 2020 --- $969,595
Dec 31, 2019 --- $926,699
Dec 31, 2018 --- $864,613
Dec 31, 2017 --- $914,266
