cbusguy's Net Worth for November 2018


Assets Value Change ($) Change (%)
Cash $38,687 $6,601 20.57%
Stocks $98,258 ($6,456) (6.17%)
Bonds $51,837 ($1,038) (1.96%)
Annuities $312,530 $5,581 1.82%
Retirement $344,541 ($13,730) (3.83%)
Home $429,000 - -
Other Real Estate $0 - -
Cars $23,000 - -
Personal Property $10,000 - -
Other $10,135 $84 0.84%
$1,317,988 ($8,958) (0.68%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $208,303 ($1,338) (0.64%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $614 ($2,102) (77.39%)
Car Loans $0 - -
Other $0 - -
Total Debts $208,917 ($3,440) (1.62%)
Net Worth $1,109,071 ($5,518) (0.50%)
*All values shown in USD ($)
Notes:
Been building cash position for December property tax payment, funding Roth IRA in early 2019, and expected economic downturn in 2019-20.

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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