Appliedvalueinvestor's Net Worth for February 2021


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%
$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

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.