May 2025 Net Worth Update

Hello guys and gals! Welcome back to Late Twenties and Broke. Your source for personal finance commentary here in 2025.

I have a confession to make, I did this net worth update back in May and just never posted it. I was too busy with online college to do any sort of write up or commentary on the numbers, and then…months went by and I never posted it. That’s my bad guys.

Here are the numbers from May 2025, I”ll save the commentary for the Net Worth Update for August I’m doing right now.

PLTR$13,388,595.84 (200 shares). $7,000.

Because my 200 shares are stuck in $35 calls! Hahaha.
KO$2,100 (32.79 shares) $2,371, (33.28 shares)
DOW$781.63(17.6 shares).$1,366.50 (44.76 shares)
VZ $347.46 (7.84 shares). $694.44 (15.98 shares)
MO$1,904.75 (32.73 shares). $2,011 (33.96 shares)
TM$171.27 (2.11 shares). $408.43 (2.14 shares).
STRC, name changed to PDYN (Palladyne)$189.57 (100 shares). $679.22
Sold all 100 shares at $7.19 per, for a total of $718.
KULRBought 100 shares at 69 cents a share because my friend bought it and told me about it, fully thinking it wouldn’t go anywhere. That was end of November.

I sold a $2 call in December, and someone actually used it. A new experience, no one’s ever used a call I’ve sold before! Haha. So about a $180 profit.
ME (23AndMe)I sold when the CEO resigned, I think I sold for like $17 total? Hahaha.
RITM$693.82 (61.56 shares)
JEPQ$187.78 (3.66 shares)
JEPI$188.27 (3.4 shares)
PEP$1,475.77 (11.01 shares)
SCHD$260.30 (10 shares)
Loose Cash in Robinhood$4,373.15
Bitcoin$29,236 (0.298 BTC). (Exact same price as December, what a coincidence!)

The price dipped, and then came back. It’s all good. I might sell 8K worth at some point, to free up my original investment.
Silver Coins&Bars$2,000 (Haven’t purchased any precious metals in years)
Employer 401K $41,736  $44,346 
RRSPs trapped in Canada$3,219 USD. $3,225
TSLA stock trapped in Canada$5,183 USD $4,245
Chequing$917 $3,552
Savings $6,473 $3,248 I put my credit card cashback here sometimes. Haha.
Savings Certificate$2595 $2640 Added some to this one, but my focus right now is paying off the credit card, from my trips to Canada.
Total Assets $112,283.58 $$111,322.46
Credit Card #1 $-4,828.96 $0.00 
Credit Card #2 $0.00 
Credit Card #3$0.00 
Total Debt$-4,828.96 $0.00 
May 2025 Total: $107,454.62 $111,322.46

Well hot damn, this is my first time being worth $100 grand.

Those are the numbers for May, sorry there’s no commentary.

Now – let’s get my August 2025 Net Worth typed up!


The Cream always rises to the top,
Keep your stick on the ice,
-Jonny F