orthokneepa's Net Worth for December 2018


Assets Value Change ($) Change (%)
Cash $5,382 ($1,845) (25.53%)
Stocks $785,290 ($73,321) (8.54%)
Bonds $0 - -
Annuities $0 - -
Retirement $906,477 ($71,683) (7.33%)
Home $775,000 - -
Other Real Estate $0 - -
Cars $53,401 ($679) (1.26%)
Personal Property $46,100 $500 1.10%
Other $54,370 ($3,343) (5.79%)
$2,626,020 ($150,371) (5.42%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $105,588 ($231) (0.22%)
Other Mortgage(s) $0 - -
Student Loans $16,587 ($128) (0.77%)
Credit Cards $0 - -
Car Loans $18,900 ($500) (2.58%)
Other $0 - -
Total Debts $141,075 ($859) (0.61%)
Net Worth $2,484,945 ($149,512) (5.68%)
*All values shown in USD ($)
Notes:
The turn down in market has really hit both taxable and retirement accounts again. Price to pay to be heavily weighted towards to the market. Actually quite happy with downturn as I bought a fair amount of stocks and will continue into new year.

Other assets are kids 529s and stock accounts.

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