cbusguy's Net Worth for March 2019


Assets Value Change ($) Change (%)
Cash $42,565 $5,090 13.58%
Stocks $112,010 $4,520 4.21%
Bonds $53,105 $4,076 8.31%
Annuities $321,379 $4,218 1.33%
Retirement $371,312 $13,447 3.76%
Home $429,000 - -
Cars $21,000 ($2,000) (8.70%)
Personal Property $10,000 - -
Other Assets $11,756 $772 7.03%
$1,372,127 $30,123 2.24%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $206,500 ($904) (0.44%)
Credit Cards $1,491 $1,019 215.89%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $207,991 $115 0.06%
Net Worth $1,164,136 $30,008 2.65%
*All values shown in USD ($)
Notes:
Annuities = current public sector defined benefit account value. Stock and bonds = Vanguard brokerage account. Retirement = two 457 accounts and Roth IRA. Other assets = 529 account for my nephew. All credit card debt paid off in full monthly.

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