lorenized's Net Worth for December 2020


Assets Value Change ($) Change (%)
Cash $82,000 $41,000 100.00%
Stocks $216,000 $145,200 205.08%
Bonds $0 - -
Annuities $13,189 ($1,011) (7.12%)
Retirement $605,000 $55,000 10.00%
Home $450,000 $95,000 26.76%
Other Real Estate $0 - -
Cars $40,000 ($1,500) (3.61%)
Personal Property $8,000 $500 6.67%
Other Assets $19,000 - -
$1,433,189 $334,189 30.41%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $338,000 $185,075 121.02%
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $338,000 $185,075 121.02%
Net Worth $1,095,189 $149,114 15.76%
*All values shown in USD ($)
Notes:
New home. Put equity of old home into market for retirement Bridge account

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