Networth Update #4 – September 2020

Even with the craziness going around, stocks are at an all-time high. Including my contribution, I am up 12.38% for the month. On the first day of September 2020, my net worth is $327,604. I am officially 21.8% to FI. Check out the tables below for details.

Net Worth Update Summary

AssetsCurrent Month($)Prev. MONTH($)Change(%)
Investments $189,856 $172,761 +9.90%
Cash $61,448 $57,944 +6.05%
Home Equity $76,300 $60,801 +25.49%
Total $327,604 $291,506 +12.38%

Investment Details

Investments went up by +9.90%. The change percentage includes both the contribution as well as the return. 

AssetsCurrent Month($)Prev. MONTH($)Change(%)
401K $91,384 $83,340 +9.65%
Roth IRA $66,954 $61,875 +8.21%
HSA $17,277 $16,004 +7.95%
Stocks $11,083 $8,435 +31.39%
Crypto $3,158 $3,108 +1.61%
Total $189,856 $172,670 +9.89%

Net Worth Trend

It’s very satisfying to see how  my net worth trend has progressed over the years. Hopefully, the trend continues so I can FI in no time. 

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