2Muchfun's Net Worth for March 2024


Assets Value Change ($) Change (%)
Cash $165,975 $97,089 140.94%
Stocks $1,828,543 $1,051,501 135.32%
Bonds $102,214 ($415,814) (80.27%)
Annuities $136,136 ($12,000) (8.10%)
Retirement $0 ($687,601) -
Home $661,500 $8,100 1.24%
Other Real Estate $0 - -
Cars $42,990 ($1,000) (2.27%)
Personal Property $100,000 - -
Other Assets $15,000 - -
$3,052,358 $40,275 1.34%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $37,902 ($936) (2.41%)
Other Debts $0 - -
Total Debts $37,902 ($936) (2.41%)
Net Worth $3,014,456 $41,211 1.39%
*All values shown in USD ($)
Notes:
1) I am drawing down my Annuity this year until I get to the principle. At that time, I will transfer this (tax free) to my Money Market Account.
2) I have stopped including a figure for "Retirement", since I am interested in AA numbers/percentages and "Retirement" doesn't make sense for this. All of my money, since I am retired, is "Retirement money". Leave a comment if you have any thoughts on this.

Comments

3/29/2024 10:00:50 AM TheMoneyRat
Makes sense to me.