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Appliedvalueinvestor's
Net Worth for May 2020
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Assets
Value
Change ($)
Change (%)
Cash
$181,734
$8,849
5.12%
Stocks
$692,788
$109,609
18.80%
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
-
-
HSA
$0
-
-
Total Assets
$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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