wantabeamillionaire's Net Worth for March 2020


Assets Value Change ($) Change (%)
Cash $121,093 $14,935 14.07%
Stocks $24,511 ($4,411) (15.25%)
Bonds $0 - -
Annuities $33,254 - -
Retirement $702,403 ($115,954) (14.17%)
Home $745,000 - -
Other Real Estate $248,234 ($26,766) (9.73%)
Cars $26,436 - -
Personal Property $0 - -
Other Assets $52,794 ($8,729) (14.19%)
$1,953,725 ($140,925) (6.73%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $527,650 ($1,127) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,074 $522 33.63%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $529,724 ($605) (0.11%)
Net Worth $1,424,001 ($140,320) (8.97%)
*All values shown in USD ($)
Notes:
As bad as I thought February was March topped it. I thought the world was over-reacting to the coronavirus but what I didn't understand was the surge of ventilator need in excess of supplies. I have never seen anything like it. I have moved all but $30k, from our retirement accounts, available to move into stocks.

Other Assets is college savings
Other Real Estate is business investments
Annuities is a United Healthcare Retiree Medical Benefit

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