ZenFinance's Net Worth for May 2024


Assets Value Change ($) Change (%)
Cash $109,971 ($189,394) (63.27%)
Stocks $186,603 $186,603 -
Bonds $43,816 $128 0.29%
Annuities $0 - -
Retirement $1,116,124 ($27,495) (2.40%)
Home $485,000 - -
Other Real Estate $1,112,000 - -
Cars $55,000 - -
Personal Property $41,000 ($11,000) (21.15%)
Other Assets $1,885 $455 31.82%
$3,151,399 ($40,703) (1.28%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $279,317 ($1,675) (0.60%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $279,317 ($1,675) (0.60%)
Net Worth $2,872,082 ($39,028) (1.34%)
*All values shown in USD ($)
Notes:
Sold a watch. Big CC bills due to vacation. Transferred $200K from CD into the market at the worst possible time, will keep it in for the next 5 to 10 years. Overall tough month due to the market.

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