MountainCEO's Net Worth for September 2018


Assets Value Change ($) Change (%)
Cash $50,000 ($3,000) (5.66%)
Stocks $1,950,000 $750,000 62.50%
Bonds $0 - -
Annuities $0 - -
Retirement $490,000 $2,000 0.41%
Home $449,000 - -
Other Real Estate $0 - -
Cars $27,000 - -
Personal Property $0 - -
Other $9,000 - -
$2,975,000 $749,000 33.65%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $291,500 ($1,500) (0.51%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $291,500 ($1,500) (0.51%)
Net Worth $2,683,500 $750,500 38.83%
*All values shown in USD ($)
Notes:
I have a college savings fund (529) for my son. It's about $80K. I don't include this as an asset here, since I don't consider this mine.Other assets: This is my gold reserve that I plan to gradually increase over time. The number next to 'Stocks' represents the value of my shares in the company I manage. I use a conservative valuation method. Realistically, I estimate the value of my stake to be at about double the amount. I update the value of this asset about once a year as I receive additional equity and/or the revenue & profit changes.

Comments

9/28/2018 7:25:28 PM auzzieyank
I would have put your personal companies equity under other, because now we can't tell what is stock investments and what is your personal companies value. Most here don't own a company. Would be good to see it separated out.
10/2/2018 8:32:40 PM MountainCEO
That is good. I can do that. Thank you for the suggestion.