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UTex08's
Net Worth for January 2020
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Assets
Value
Change ($)
Change (%)
Cash
$44,343
$1,345
3.13%
Stocks
$187,050
$19,640
11.73%
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$706,912
$47,762
7.25%
Home
$660,000
$42,000
6.80%
Other Real Estate
$196,000
$6,000
3.16%
Cars
$43,450
($4,388)
(9.17%)
Personal Property
$0
-
-
Kids 529 College Savings
$22,800
$1,835
8.75%
Total Assets
$1,860,555
$114,194
6.54%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$446,903
($717)
(0.16%)
Other Mortgage(s)
$60,419
($405)
(0.67%)
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$507,322
($1,122)
(0.22%)
Net Worth
$1,353,233
$115,316
9.32%
*
All values shown in USD ($)
Notes:
IRA's funded for the year via Roth conversions. Will focus on maxing out 401k's next. Then continue to purchase company stock, increase cash for future projects and bump up the brokerage fund.
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