Total Assets: $1,965,736 down – $ 845 from last month
Accounts receivable, This is a business deal from 2014
Boat & Cars, Depreciating assets, but cars new in 2015
Real Estate Old House + 2nd home/vacation rental
Retirement accounts; 2 people, 2 jobs each, 5 accounts total
Brokerage accounts; 2 taxable stock accounts
College Funds; Prepaid tuition and 529 accounts or 2 kids
Bonds; ‘I bonds’ bought through Treasury Direct
Cash & Metals; 6 accounts and a security deposit box
Health Savings Acct., Just started in 2015
Total Liabilities;$531,079 down – $2,661 from last month
Mortgage on House; Bought in 2005 Interest 3.75%
Mortgage 2nd Home; Bought in 2012 Interest 3.5%
Student Loans; Law school sucks
HELOC; Current APR 3.49%
TOTAL NET WORTH $1,434,657
If you are a NET WORTH JUNKIE, be sure and look at our 10 Year Net Worth History.
Othala Fehu 
Wow, that’s quite an amazing portfolio! Such tremendous progress you’ve made over 10 years. I like your use of over half a million of non-callable debt at low interest rates as leverage to grow your net worth faster. I wonder what is your asset allocation in your retirement accounts?
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I actually have a good chunk of it in a Target Date retirement fund. In general, I keep my wife’s TSP on the conservative side with over half in bonds/gov. securities. My retirement, the 401k’s, I invest like a person 10 years younger than myself, heavy on stocks.
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Wow very impressive to see the growth over the last 10 years! It gives me hope that I’ll hit or exceed my target within the next decade. Do you have a certain number in mind for retirement?
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If I had to pick,4 million was always what came to mind.
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Now that is a net worth increase! Keep up the great work and keep working on getting those liabilities down!
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