cbusguy's Net Worth for February 2019


Assets Value Change ($) Change (%)
Cash $37,475 ($1,212) (3.13%)
Retirement $357,865 $13,324 3.87%
Personal Property $10,000 - -
Annuities $317,161 $4,631 1.48%
Stocks $107,490 $9,232 9.40%
Other Real Estate $0 - -
Cars $23,000 - -
Bonds $49,029 ($2,808) (5.42%)
Home $429,000 - -
Other Assets $10,984 $849 8.38%
$1,342,004 $24,016 1.82%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $207,404 ($899) (0.43%)
Other Mortgage(s) $0 - -
Car Loans $0 - -
Other Debts $0 - -
Student Loans $0 - -
Credit Cards $472 ($142) (23.13%)
Total Debts $207,876 ($1,041) (0.50%)
Net Worth $1,134,128 $25,057 2.26%
*All values shown in USD ($)
Notes:
2019 Roth IRA funded through the backdoor. Cash position includes emergency fund and cash in brokerage account for future mutual fund purchases.
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