Appliedvalueinvestor's Net Worth for February 2020


Assets Value Change ($) Change (%)
Cash $221,077 $4,873 2.25%
Stocks $634,097 $606 0.10%
Annuities $0 - -
Retirement $469,394 $9,477 2.06%
Home $779,001 ($4,186) (0.53%)
Other Real Estate $0 - -
Cars $40,000 - -
Personal Property $0 - -
HSA $0 - -
$2,143,569 $10,770 0.50%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $570,268 ($3,625) (0.63%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,327 ($1,279) (49.08%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $571,595 ($4,904) (0.85%)
Net Worth $1,571,974 $15,674 1.01%
*All values shown in USD ($)
Notes:
Stocks number include net non-retirement portfolio, which also include bond assets

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