moominoid's Net Worth for December 2020


Assets Value Change ($) Change (%)
Cash $149,337 $52,620 54.41%
Stocks $1,469,358 $154,015 11.71%
Bonds $221,501 ($74,679) (25.21%)
Annuities $0 - -
Retirement $1,133,690 $66,137 6.20%
Home $626,294 $29,511 4.95%
Other Real Estate $139,605 $5,127 3.81%
Cars $2,781 $131 4.94%
Personal Property $0 - -
Other Assets $685,355 $95,246 16.14%
$4,427,921 $328,108 8.00%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $374,913 $16,949 4.73%
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $5,162 ($32) (0.62%)
Car Loans $0 - -
Other Debts $289,821 $72,763 33.52%
Total Debts $669,896 $89,680 15.46%
Net Worth $3,758,025 $238,428 6.77%
*All values shown in USD ($)
Notes:
The Australian Dollar continued to rise, boosting our net worth in USD terms. Our investment returns for the year were 23% in USD terms and 12% in AUD terms. Other assets is mainly alternative investments.

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