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cicero's
Net Worth for March 2021
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Assets
Value
Change ($)
Change (%)
Cash
$200,411
($19,531)
(8.88%)
Stocks
$692,450
$28,616
4.31%
Bonds
$1,444
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Net Firm Capital
$130,000
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Retirement
$692,419
$16,451
2.43%
Home
$1,995,000
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Second Home
$0
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-
Cars
$61,500
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College Savings
$209,388
$5,432
2.66%
Total Assets
$3,982,612
$30,968
0.78%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$1,525,565
($3,016)
(0.20%)
Energy Efficiency Loan
$746
($124)
(14.25%)
Car Loans
$57,200
($966)
(1.66%)
Line of Credit
$180,000
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Total Debts
$1,763,511
($4,106)
(0.23%)
Net Worth
$2,219,101
$35,074
1.61%
*
All values shown in USD ($)
Notes:
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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