Thursday, January 6, 2022

Dec 2021 Net Worth


December was a fantastic month and capped a fantastic year.  I ended up gaining $20,000 and that was even with the purchase of an engagement ring for my fiance. Maybe I didn't spend enough on it ;) 

The S&P 500 finished up 27% for the year. I believe almost 30% counting dividends. Absolutely sensational considering its 15% gain in 2000 and 31% gain in 2019. I read somewhere that since the beginning of 2019 the market has compounded at a 28% clip. Jaw dropping wealth creation.

While I didn't quite make it back to the double comma club, I'm still up $18,000 on the year after all expenses. Again, I ended up paying off my fiance's car, building a new backyard oasis, and getting engaged. Hopefully the expense column reverts to normal levels next year. We'll see!

Happy New Year everyone!

Here are my net worth totals for the end of December.

Checking --- $106,316
Savings/Investments --- $306,345
HSA --- $1,550
IRA --- $14,183
401K --- $553,996
2014 Jeep Wrangler --- $14,000


Liabilities

$8,266

Net Worth

$988,124


YTD Totals

2021

***Jan 1, 2021 --- $969,595***

Jan 31, 2021 --- $966,773
Feb 28, 2021 --- $970,059
Mar 31, 2021 --- $986,189
Apr 30, 2021 --- $997,626
May 31, 2021 --- $998,560
Jun 30, 2021 --- $1,007,093
Jul 31, 2021 --- $1,017,133
Aug 31, 2021 --- $1,027,009
Sept 30, 2021 --- $1,002,049
Oct 31, 2021 --- $1,037,716
Nov 30, 2021 --- $968,361
Dec 31, 2021 --- $988,124


2020

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, 2021 --- $988,124
Dec 31, 2020 --- $969,595
Dec 31, 2019 --- $926,699
Dec 31, 2018 --- $864,613
Dec 31, 2017 --- $914,266

1 comment:

  1. What an incredible turnaround! Your story is very compelling and even through that hardship event of 2015 you've been able to turn that into resilience and achieve that double comma status once again. Side note, it took repeating calculus in college to make me discover that I love sales and did well at it, setting up the rest.

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