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gadget's
Net Worth for May 2020
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Assets
Value
Change ($)
Change (%)
Cash
$68,616
($11,883)
(14.76%)
Stocks
$38,353
$13,670
55.38%
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$398,140
$7,588
1.94%
Home
$595,317
$17,998
3.12%
Other Real Estate
$0
-
-
Cars
$23,027
($339)
(1.45%)
Personal Property
$0
-
-
Other Assets
$36,379
$886
2.50%
Total Assets
$1,159,832
$27,920
2.47%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$407,331
($838)
(0.21%)
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$1,892
$795
72.47%
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$409,223
($43)
(0.01%)
Net Worth
$750,609
$27,963
3.87%
*
All values shown in USD ($)
Notes:
Unexpexted car repair (~$900) plus a few discretionary purchases this past month, but overall I'm pleased with where our CC and cash balances landed (continued to shift proceeds from February's stock option exercise into mutual funds).
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