0000HiltonHead's Net Worth for December 2019


Assets Value Change ($) Change (%)
Cash $257,094 ($24,174) (8.59%)
401K $295,869 ($583,414) (66.35%)
HSA $31,050 $31,050 -
Annuities $0 ($87,526) -
IRA-Pension-Crypto $1,609,721 $734,067 83.83%
Warehouse $600,000 - -
Home $600,000 - -
Vacation Home $40,000 - -
Business Value $500,000 - -
Personal Property $20,000 - -
$3,953,734 $70,003 1.80%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $369,279 ($2,363) (0.64%)
Total Debts $369,279 ($2,363) (0.64%)
Net Worth $3,584,455 $72,366 2.06%
*All values shown in USD ($)
Notes:
Matched categories to Mint, so I don't have to do math everytime update the NW. STOCKS is 401K PLAN and BONDS is HSA. RETIREMENT includes IRAs, Brokerage, Defined Benefit Pension, 529 Plan; 70/30 Allocation....
Other RE is Commercial Prop/Vac Prop both paid off....
Other assets is conservative business value.

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