sustainablesavings' Net Worth for May 2023


Assets Value Change ($) Change (%)
Cash $25,000 ($24,131) (49.12%)
Stocks $288,893 $54,286 23.14%
Bonds $0 ($2,624) -
Annuities $0 - -
Retirement $1,402,011 $567,418 67.99%
Home $0 - -
Other Real Estate $969 $969 -
Cars $0 - -
Personal Property $0 - -
Other Assets $141,278 $33,578 31.18%
$1,858,151 $629,496 51.23%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $25,000 $25,000 -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $25,000 $25,000 -
Net Worth $1,833,151 $604,496 49.20%
*All values shown in USD ($)
Notes:
All CC at 0% and offsetting balances kept in cash
Stocks are all classes of taxable investments
Other Real Estate is a crowdsourced RE investment account
Other assets are the kids' 529s

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