Appliedvalueinvestor's Net Worth for March 2021


Assets Value Change ($) Change (%)
Cash $243,022 ($7,961) (3.17%)
Stocks $1,175,409 $79,226 7.23%
Annuities $0 - -
Retirement $647,517 $27,743 4.48%
Home $780,000 - -
Other Real Estate $0 - -
Cars $38,500 ($500) (1.28%)
Personal Property $0 - -
HSA $5,314 $94 1.80%
$2,889,762 $98,602 3.53%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $448,581 ($25,907) (5.46%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,510 $1,508 75.32%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $452,091 ($24,399) (5.12%)
Net Worth $2,437,671 $123,001 5.31%
*All values shown in USD ($)
Notes:
Final update for the month. Not much to talk about except, the market action in DISCA, dropping >25 %

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