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lorenized's
Net Worth for December 2020
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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
-
-
Total Assets
$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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