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cicero's
Net Worth for March 2024
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Assets
Value
Change ($)
Change (%)
Cash
$109,859
($113,866)
(50.90%)
Stocks
$1,839,216
$66,148
3.73%
Bonds
$39,367
$6,367
19.29%
Net Firm Capital
$364,000
-
-
Retirement
$1,058,191
$29,245
2.84%
Home
$2,400,000
-
-
Second Home
$950,000
$50,000
5.56%
Cars
$85,000
-
-
College Savings
$273,335
$5,245
1.96%
Private Equity
$178,000
$7,000
4.09%
Total Assets
$7,296,968
$50,139
0.69%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$1,425,058
($3,212)
(0.22%)
Energy Efficiency Loan
$18,748
($299)
(1.57%)
Car Loans
$19,596
($1,073)
(5.19%)
Line of Credit
$0
-
-
Total Debts
$1,463,402
($4,584)
(0.31%)
Net Worth
$5,833,566
$54,723
0.95%
*
All values shown in USD ($)
Notes:
Vacation home construction is not quite finished, but I'm going to cap its value here, no matter how much more I end up paying the GC between now and the end.
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