Appliedvalueinvestor's Net Worth for April 2020


Assets Value Change ($) Change (%)
Cash $172,885 ($72,323) (29.49%)
Stocks $583,179 $2,276 0.39%
Bonds $0 - -
Annuities $0 - -
Retirement $410,768 ($33,579) (7.56%)
Home $800,298 $8,494 1.07%
Other Real Estate $0 - -
Cars $40,000 - -
Personal Property $0 - -
Other $0 - -
$2,007,130 ($95,132) (4.53%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $562,386 ($3,947) (0.70%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,327 $447 23.78%
Car Loans $0 - -
Other $0 - -
Total Debts $564,713 ($3,500) (0.62%)
Net Worth $1,442,417 ($91,632) (5.97%)
*All values shown in USD ($)
Notes:
Even after market recovery of last week, significant impact on NW.

Comments

4/10/2020 11:07:21 AM Appliedvalueinvestor
Significant draw down on cash as I moved cash into the markets. The slight increase in non-retirement portfolio is basically due to additional cash injection.
4/13/2020 10:34:00 AM UTex08
Have a hoard of cash comes in handy for rainy days like these. Nice work.