Home > Net Worth Update - Jan, 2021

Net Worth Update - Jan, 2021

January 30th, 2021 at 07:47 pm

It was a nutty month for investments. It's been a roller coaster watching the GME drama, and I've been feeling some major regret about not joining in when I first saw the WSB chatter last December.

Changes this month:
(1) Funded my HSA for 2021.
(2) Started and funded a new brokerage account at M1 Finance
(3) Rebalanced savings and moved excess to brokerage
(4) Made my very first stock purchase. I usually just buy index funds, and decided to gamble a bit. I know this is more volatile than my VTSAX position. Thankfully this only makes up a small amount of my portfolio. I'm still learning.

79,396.62    Home Equity
10,009.65    Savings/EF
56,412.95    Brokerages
  8,060.74    HSA
29,996.66    SEP - IRA
52,340.76    457 Account
236,217.38      NET WORTH

2 Responses to “Net Worth Update - Jan, 2021”

  1. terri77 Says:

    I’m so excited about your first stock purchase! When I find the right one I’ll jump in, too!

  2. james.hendrickson Says:

    So far so good - keep working on it and you'll be a millionaire in no time.

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