cicero's Net Worth for January 2021


Assets Value Change ($) Change (%)
Cash $166,298 $79,217 90.97%
Stocks $652,391 $257,689 65.29%
Bonds $1,444 - -
Net Firm Capital $130,000 $90,000 225.00%
Retirement $660,587 $134,437 25.55%
Home $1,995,000 - -
Second Home $0 - -
Cars $61,500 ($12,500) (16.89%)
Personal Property $0 ($25,996) -
College Savings $204,664 $34,700 20.42%
$3,871,884 $557,547 16.82%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,531,587 ($2,998) (0.20%)
Energy Efficiency Loan $994 ($125) (11.17%)
Car Loans $59,175 ($1,030) (1.71%)
Line of Credit $180,000 $180,000 -
Total Debts $1,771,756 $175,847 11.02%
Net Worth $2,100,128 $381,700 22.21%
*All values shown in USD ($)
Notes:
Year-end profit distribution on an unexpectedly profitable year.

Annuities = Net Firm Capital
Other Assets = College Savings
Other Mortgages = 0% Energy Efficiency loan
Other Debts = Rough guess holdback for April tax

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