patatty's Net Worth for December 2019


Assets Value Change ($) Change (%)
Cash $239,646 $18,940 8.58%
Stocks $5,645 ($9,124) (61.78%)
Bonds $0 - -
Annuities $0 - -
Retirement $277,872 $3,587 1.31%
Home $0 - -
Other Real Estate $0 - -
Cars $17,500 - -
Personal Property $4,509 - -
Other Assets $13,825 $713 5.44%
$558,997 $14,116 2.59%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $558,997 $14,116 2.59%
*All values shown in USD ($)
Notes:
Other Assets is 529 account. Need to cut down on spending. Spent too much this month (pre-paid for vacation, plus Christmas spending), but also received an end-of-year bonus, so we still ended up with a decent gain for the month despite irresponsible spending.

Comments

12/14/2019 11:36:10 AM patatty
Moving some stocks to cash this month.