mnalaw's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $25,000 - -
Stocks $3,054,636 $210,452 7.40%
Bonds $300,000 - -
Annuities $447,297 $21,573 5.07%
Retirement $3,623,663 $208,028 6.09%
Home $740,000 - -
Other Real Estate $4,965,683 $22,005 0.45%
Cars $125,000 - -
Personal Property $70,000 - -
Other Assets $55,279 - -
$13,406,558 $462,058 3.57%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $106,000 ($4,000) (3.64%)
Other Mortgage(s) $389,000 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $75,000 - -
Total Debts $570,000 ($4,000) (0.70%)
Net Worth $12,836,558 $466,058 3.77%
*All values shown in USD ($)
Notes:

Comments

6/2/2020 11:06:47 AM patatty
What is your "other real estate"? Rental properties? If so, what kind of properties, and what has the process of acquiring them been like?
8/1/2020 12:48:37 PM mnalaw
The other properties are commercial properties including office and retail. I have developed relationships with brokers who let me know when assets become available. Also watch loopnet closely which lists assets for sale. Take care