Appliedvalueinvestor's Net Worth for May 2020


Assets Value Change ($) Change (%)
Cash $181,734 $8,849 5.12%
Stocks $692,788 $109,609 18.80%
Bonds $0 - -
Annuities $0 - -
Retirement $425,171 $14,403 3.51%
Home $809,946 $9,648 1.21%
Other Real Estate $0 - -
Cars $40,000 - -
Personal Property $0 - -
Other Assets $0 - -
$2,149,639 $142,509 7.10%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $560,062 ($2,324) (0.41%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,270 ($57) (2.45%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $562,332 ($2,381) (0.42%)
Net Worth $1,587,307 $144,890 10.04%
*All values shown in USD ($)
Notes:
2nd update for month of May. Quarterly stock vest and the market rebound contributed to growth in Stocks portion of assets.

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