cbusguy's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $38,079 $2,322 6.49%
Stocks $155,233 $21,515 16.09%
Bonds $62,314 $315 0.51%
Annuities $358,957 $2,370 0.66%
Retirement $444,181 $45,454 11.40%
Home $400,000 - -
Cars $17,000 ($4,000) (19.05%)
Personal Property $10,000 - -
Other Assets $14,537 $582 4.17%
$1,500,301 $68,558 4.79%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $199,551 ($944) (0.47%)
Credit Cards $687 ($741) (51.89%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $200,238 ($1,685) (0.83%)
Net Worth $1,300,063 $70,243 5.71%
*All values shown in USD ($)
Notes:
Essentially recovered from March decreases. At lowest in March, was down >$125k in stocks/retirement from February highs.

Annuities = current public sector defined benefit account value. Stocks 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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