0000HiltonHead's Net Worth for April 2019


Assets Value Change ($) Change (%)
Cash $131,157 ($795,858) (85.85%)
401K $773,281 $593,187 329.38%
HSA $0 - -
IRA-Pension-Crypto $757,471 ($8,475) (1.11%)
Warehouse $600,000 $350,000 140.00%
Home $600,000 - -
Vacation Home $45,000 ($10,000) (18.18%)
Business Value $500,000 - -
Personal Property $20,000 - -
$3,426,909 $128,854 3.91%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $383,597 ($5,446) (1.40%)
Total Debts $383,597 ($5,446) (1.40%)
Net Worth $3,043,312 $134,300 4.62%
*All values shown in USD ($)
Notes:
Other real estate now includes warehouse in addition to a vacation home, paid in full with cash. Hired financial advisor in Oct, 2018. Right now it's a 60-40 stocks - bonds-fixed income mix, even this entry show all stocks ...... "other assets" is conservative value of business.

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