gadget's Net Worth for May 2020


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%
$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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