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Appliedvalueinvestor's
Net Worth for February 2021
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Assets
Value
Change ($)
Change (%)
Cash
$250,983
$27,958
12.54%
Stocks
$1,096,183
$82,066
8.09%
Annuities
$0
-
-
Retirement
$619,774
$32,916
5.61%
Home
$780,000
-
-
Other Real Estate
$0
-
-
Cars
$39,000
($600)
(1.52%)
Personal Property
$0
-
-
HSA
$5,220
$60
1.16%
Total Assets
$2,791,160
$142,400
5.38%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$474,488
($2,942)
(0.62%)
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$2,002
($580)
(22.46%)
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$476,490
($3,522)
(0.73%)
Net Worth
$2,314,670
$145,922
6.73%
*
All values shown in USD ($)
Notes:
Final entry for the month
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Comments
2/27/2021 12:09:07 PM
Appliedvalueinvestor
Even with market wobble in the final week of Feb, the gains in NW for Feb are meaningful.