ba70's Net Worth for May 2020


Assets Value Change ($) Change (%)
Cash $45,298 $20,061 79.49%
Stocks $114,010 $4,484 4.09%
Bonds $3,172 - -
Annuities $0 - -
Retirement $792,154 $79,471 11.15%
Home $351,917 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
College Savings $95,259 $7,914 9.06%
$1,401,810 $111,930 8.68%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $1,308 ($45) (3.33%)
Total Debts $1,308 ($45) (3.33%)
Net Worth $1,400,502 $111,975 8.69%
*All values shown in USD ($)
Notes:
05/02/2020

Current Equity holdings 63%... 3% from our goal, and our networth sits $80k below or best month on this site. ($123k from the top based on our own records). Not bad considering GDP just came in at -4.8%.

Our personal take is that another ugly dip in the market is inevitable. The economy is in bad shape. We may move some of our cash back into equities is the price is right.

We'll just sit back and see what happens.


05/08/2020

The fact that the market continues to rise despite much of the economy being decimated leaves me baffled...

We have continued to sell off our equities in small chunks as the market bounces back, and have reached our 60% equity holding goal. Amazingly we now sit just $50k below our highest entry on this site.

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