proud2bfrugal's Net Worth for July 2020


Assets Value Change ($) Change (%)
Cash $394,000 ($22,000) (5.29%)
Stocks $204,000 $38,000 22.89%
Bonds $69,000 $2,000 2.99%
Annuities $0 - -
Retirement $2,114,000 $213,000 11.20%
Home $460,000 $10,000 2.22%
Other Real Estate $0 - -
Cars $8,000 ($7,000) (46.67%)
Personal Property $5,000 - -
Other Assets $8,000 ($35,000) (81.40%)
$3,262,000 $199,000 6.50%
 
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 $3,262,000 $199,000 6.50%
*All values shown in USD ($)
Notes:
Wife retired in January so our income has gone done dramatically. Basically living off savings right now. Using COBRA for now for medical insurance so that cost has gone up a lot. I am semi-retired but have several part-time consulting, teaching, and writing gigs that bring in a little money to offset my modest spending. Other assets include cash value of insurance policies, and the balance of a medical reimbursement account from a former employer. Like most people, our net worth dipped quite a bit during the early spring surge of the coronavirus pandemic when the stock market dropped a lot, but it has mostly recovered for our portfolios. Hopefully we won't see another drop like that before the pandemic is fully under control or ends.

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