lorenized's Net Worth for March 2020


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 - -
$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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