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lorenized's
Net Worth for March 2020
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Assets
Value
Change ($)
Change (%)
Cash
$29,800
($1,200)
(3.87%)
Stocks
$60,542
($9,458)
(13.51%)
Bonds
$0
-
-
Annuities
$14,000
($277)
(1.94%)
Retirement
$386,000
($84,000)
(17.87%)
Home
$340,000
($8,000)
(2.30%)
Other Real Estate
$65,000
($5,000)
(7.14%)
Cars
$48,000
($1,000)
(2.04%)
Personal Property
$7,500
-
-
Other Assets
$19,000
-
-
Total Assets
$969,842
($108,935)
(10.10%)
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$103,246
($1,314)
(1.26%)
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$103,246
($1,314)
(1.26%)
Net Worth
$866,596
($107,621)
(11.05%)
*
All values shown in USD ($)
Notes:
Big hit on equities in brokerage and retirement account. Moved to cash and will reallocate this month.
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