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UTex08's
Net Worth for January 2021
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Assets
Value
Change ($)
Change (%)
Cash
$115,394
$6,126
5.61%
Stocks
$256,070
$30,932
13.74%
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$915,309
$51,315
5.94%
Home
$695,000
$35,000
5.30%
Other Real Estate
$211,000
$15,000
7.65%
Cars
$35,000
($8,450)
(19.45%)
Personal Property
$0
-
-
Kids 529 College Savings
$43,750
$3,513
8.73%
Total Assets
$2,271,523
$133,436
6.24%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$446,842
($771)
(0.17%)
Other Mortgage(s)
$55,420
($426)
(0.76%)
Student Loans
$0
-
-
Credit Cards
$0
($187)
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$502,262
($1,384)
(0.27%)
Net Worth
$1,769,261
$134,820
8.25%
*
All values shown in USD ($)
Notes:
Continuing to pool cash for another home purchase.
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