cbusguy's Net Worth for June 2018


Assets Value Change ($) Change (%)
Cash $28,909 ($3,723) (11.41%)
Stocks $102,324 $7,909 8.38%
Bonds $52,708 $1,569 3.07%
Annuities $300,640 $5,338 1.81%
Retirement $347,408 $14,387 4.32%
Home $434,900 $5,900 1.38%
Cars $23,000 ($2,000) (8.00%)
Personal Property $10,000 - -
Other Assets $9,370 $275 3.02%
$1,309,259 $29,655 2.32%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $210,526 ($881) (0.42%)
Credit Cards $976 ($104) (9.63%)
Car Loans $7,123 ($637) (8.21%)
Other Debts $0 - -
Total Debts $218,625 ($1,622) (0.74%)
Net Worth $1,090,634 $31,277 2.95%
*All values shown in USD ($)
Notes:
Annuities = current public sector defined benefit account value. Stock and bonds = Vanguard brokerage account. Retirement = two 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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