bornbelgian's Net Worth for May 2020


Assets Value Change ($) Change (%)
Cash $87,000 $1,500 1.75%
Stocks $125,500 $9,800 8.47%
HSA $15,100 $1,100 7.86%
Retirement $1,204,000 $87,800 7.87%
Home $794,800 $800 0.10%
Cars $80,400 ($600) (0.74%)
529s $178,500 $6,000 3.48%
$2,485,300 $106,400 4.47%
 
Debts Value Change ($) Change (%)
Mortgage (15yr - 2.5%) $422,000 $1,000 0.24%
Credit Cards $6,200 $500 8.77%
Car Loan (5yr - 0.9%) $0 - -
Total Debts $428,200 $1,500 0.35%
Net Worth $2,057,100 $104,900 5.37%
*All values shown in USD ($)
Notes:
Annuities = HSA account; Other = 529s. Credit card paid in full every month.

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