moominoid's Net Worth for May 2019


Assets Value Change ($) Change (%)
Cash $150,081 ($260,264) (63.43%)
Stocks $701,025 $77,768 12.48%
Bonds $1,030,931 $95,998 10.27%
Annuities $0 - -
Retirement $809,521 $52,904 6.99%
Home $584,732 ($11,840) (1.98%)
Other Real Estate $66,023 $5,118 8.40%
Cars $2,495 ($42) (1.66%)
Personal Property $0 - -
Other Assets $194,962 ($2,861) (1.45%)
$3,539,770 ($43,219) (1.21%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $344,052 ($7,272) (2.07%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,065 $341 12.52%
Car Loans $0 - -
Other Debts $282,486 ($4,230) (1.48%)
Total Debts $629,603 ($11,161) (1.74%)
Net Worth $2,910,167 ($32,058) (1.09%)
*All values shown in USD ($)
Notes:
Other assets includes managed futures and venture capital funds. Other debts includes margin debt and family debts. Values are in US Dollars and so fluctuate with exchange rates. This month I made a large after tax contribution to one of my retirement accounts that boosted the retirement category. We are now probably at "peak bonds" and the share of assets in bonds will decline from now.

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