cbusguy's Net Worth for September 2020


Assets Value Change ($) Change (%)
Cash $39,435 $1,356 3.56%
Stocks $172,961 $17,728 11.42%
Bonds $70,745 $8,431 13.53%
Annuities $366,066 $7,109 1.98%
Retirement $486,225 $42,044 9.47%
Home $400,000 - -
Cars $17,000 - -
Personal Property $10,000 - -
Other Assets $14,958 $421 2.90%
$1,577,390 $77,089 5.14%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $198,601 ($950) (0.48%)
Credit Cards $2,215 $1,528 222.42%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $200,816 $578 0.29%
Net Worth $1,376,574 $76,511 5.89%
*All values shown in USD ($)
Notes:
Very pleased that my state's deferred compensation program just added a Roth option. Finally!

Annuities = current public sector defined benefit account value. Stocks and bonds = Vanguard brokerage account. Retirement = two 457 accounts, one Roth 457 account and Roth IRA. Other assets = 529 account for my nephew. All credit card debt paid off in full monthly.

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