cbusguy's Net Worth for March 2015


Assets Value Change ($) Change (%)
Cash $19,077 ($4,499) (19.08%)
Stocks $63,647 $5,230 8.95%
Bonds $25,687 ($8,982) (25.91%)
Annuities $215,953 $13,811 6.83%
Retirement $189,092 $23,859 14.44%
Home $366,300 $16,300 4.66%
Cars $40,000 $32,500 433.33%
Personal Property $10,000 - -
Other Assets $2,419 $777 47.32%
$932,175 $78,996 9.26%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $226,408 ($3,125) (1.36%)
Credit Cards $680 ($1,528) (69.20%)
Car Loans $18,500 $18,500 -
Other Debts $0 - -
Total Debts $245,588 $13,847 5.98%
Net Worth $686,587 $65,149 10.48%
*All values shown in USD ($)
Notes:
Bought a new car with >50% down between cash and trade in Annuities = present value of public employees defined benefit plan Retirement = 457 accounts and Roth IRA Other Assets = 529 account for nephew All credit card debt paid off monthly

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