Well Rounded Investor

My journey of becoming financial independence by 35 years old

Year End Asset Updating 2014

Assets:

  • image
  • According to this national chart, I’m at the 70 percentile. I still live the same standard as I was making $20k/year (Minus business expense)
  • 401K: $188,735.16
  • Investment Account: $184,857.28
  • Savings: $7000
  • Principle home per zillow:$349K
  • Investment 4-plex per zillow: $511K

Total Assets: $1240592.44

Liabilities:

  • Student loan: $$51,517.59
  • Principle: $211k
  • 4-plex: $290K (the change is small, i’ll keep the same number)

Total Liabilities: $556,000

Total Networth: 1,240,592 – 556,000 = $684,592

Networth changes from the previous update?

$684,592-$508,000=$176,592

1

How do I fair against the samurai’s net worth chart

I’m 33 years old, and I should get $400K, I exceeded that amount by $280K. It’s good to have something to compare against.

 

 

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This entry was posted on December 31, 2017 by Vivianne in Best post.

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