cbusguy's Net Worth for August 2018


Assets Value Change ($) Change (%)
Cash $32,086 $3,177 10.99%
Stocks $104,714 $2,390 2.34%
Bonds $52,875 $167 0.32%
Annuities $306,949 $6,309 2.10%
Retirement $358,271 $10,863 3.13%
Home $429,000 ($5,900) (1.36%)
Cars $23,000 - -
Personal Property $10,000 - -
Other Assets $10,051 $681 7.27%
$1,326,946 $17,687 1.35%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $209,641 ($885) (0.42%)
Credit Cards $2,716 $1,740 178.28%
Car Loans $0 ($7,123) -
Other Debts $0 - -
Total Debts $212,357 ($6,268) (2.87%)
Net Worth $1,114,589 $23,955 2.20%
*All values shown in USD ($)
Notes:
Paid my car loan off, twenty months early. 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.

Comments