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moominoid's
Net Worth for December 2020
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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%
Total Assets
$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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