ZenFinance's Net Worth for March 2020


Assets Value Change ($) Change (%)
Cash $34,615 ($40,236) (53.75%)
Stocks $48,016 ($5,149) (9.68%)
Bonds $39,946 $39,946 -
Annuities $0 - -
Retirement $609,151 ($31,178) (4.87%)
Home $360,000 - -
Other Real Estate $645,000 - -
Cars $6,000 ($4,000) (40.00%)
Personal Property $20,000 - -
Other Assets $13,135 ($189) (1.42%)
$1,775,863 ($40,806) (2.25%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $7,500 $7,500 -
Other Mortgage(s) $449,753 ($1,041) (0.23%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $457,253 $6,459 1.43%
Net Worth $1,318,610 ($47,265) (3.46%)
*All values shown in USD ($)
Notes:
Very rough month due to
1) New HVAC system needed in house $7,500
2) Major car repair cost $2,500
3) New car lease- $2,500 down
4) Insurance- $3,000
5) Huge stock market crash

Many good things coming soon to offset but thank god for my emergency fund. Making some moves into the market, I moved $40K from Cash to bond positions.

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