Monday, January 4, 2021

2020 Year End Net Worth -- New Record

 



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 --- $883,292

May 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


1 comment:

  1. Fantastic MDP! Q1 was definitely worrisome for the short term of the markets and it's still crazy that the S&P 500 was +16% for the year. Even more absurd is that the QQQ was up nearly 50%. It's great to see someone successfully navigate ER and even better to see your net worth continuing to move ahead. All the best in 2021!

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