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cbusguy's
Net Worth for April 2018
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Assets
Value
Change ($)
Change (%)
Cash
$32,632
($6,757)
(17.15%)
Stocks
$94,415
$730
0.78%
Bonds
$51,139
$6,876
15.53%
Annuities
$295,302
$6,494
2.25%
Retirement
$333,021
$9,438
2.92%
Home
$429,000
$4,000
0.94%
Cars
$25,000
($1,000)
(3.85%)
Personal Property
$10,000
-
-
Other Assets
$9,095
$1,482
19.47%
Total Assets
$1,279,604
$21,263
1.69%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$211,407
($1,311)
(0.62%)
Credit Cards
$1,080
$413
61.92%
Car Loans
$7,760
($946)
(10.87%)
Other Debts
$0
-
-
Total Debts
$220,247
($1,844)
(0.83%)
Net Worth
$1,059,357
$23,107
2.23%
*
All values shown in USD ($)
Notes:
Annuities = public sector defined benefit account. Stock and bonds = Vanguard brokerage account. Retirement = 457 accounts and Roth IRA. Other assets = 529 account for my nephew. All credit card debt paid off in full monthly.
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