cbusguy's Net Worth for June 2019


Assets Value Change ($) Change (%)
Cash $36,849 ($5,716) (13.43%)
Stocks $122,642 $10,632 9.49%
Bonds $54,164 $1,059 1.99%
Annuities $329,209 $7,830 2.44%
Retirement $388,522 $17,210 4.63%
Home $429,000 - -
Cars $21,000 - -
Personal Property $10,000 - -
Other Assets $12,406 $650 5.53%
$1,403,792 $31,665 2.31%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $205,135 ($1,365) (0.66%)
Credit Cards $1,760 $269 18.04%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $206,895 ($1,096) (0.53%)
Net Worth $1,196,897 $32,761 2.81%
*All values shown in USD ($)
Notes:
Since last entry, spent about $7k on furniture/home improvements.

Annuities = current public sector defined benefit account value. Stock and bonds = Vanguard brokerage account. Retirement = two 457 accounts and Roth IRA. Other assets = 529 account for my nephew. All credit card debt paid off in full monthly.

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