enoughwealth's Net Worth for March 2021


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $334,956 $6,859 2.09%
Bonds $0 - -
Annuities $0 - -
Retirement $1,348,789 $41,118 3.14%
Home $852,476 $10,365 1.23%
Other Real Estate $1,377,952 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$3,914,173 $58,342 1.51%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $39,349 ($275) (0.69%)
Other Mortgage(s) $1,040,452 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $1,079,801 ($275) (0.03%)
Net Worth $2,834,372 $58,617 2.11%
*All values shown in AUD ($)
Notes:
This month used $20K from my portfolio loan line of credit to invest in Microequities Asset Management's Value Income Fund, this is all contained within the total 'stocks' figure.

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