Appliedvalueinvestor's Net Worth for September 2020


Assets Value Change ($) Change (%)
Cash $236,267 $33,103 16.29%
Stocks $778,635 ($55,458) (6.65%)
Annuities $0 - -
Retirement $498,884 ($29,847) (5.65%)
Home $780,000 - -
Other Real Estate $0 - -
Cars $40,000 - -
Personal Property $0 - -
HSA $4,696 ($131) (2.71%)
$2,338,482 ($52,333) (2.19%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $494,225 ($2,891) (0.58%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,443 ($1,149) (25.02%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $497,668 ($4,040) (0.81%)
Net Worth $1,840,814 ($48,293) (2.56%)
*All values shown in USD ($)
Notes:
Final update for month of September.
First monthly decline in equity markets since March.

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