Appliedvalueinvestor's Net Worth for December 2020


Assets Value Change ($) Change (%)
Cash $234,946 ($5,667) (2.36%)
Stocks $1,028,363 $47,683 4.86%
Bonds $0 - -
Annuities $0 - -
Retirement $587,338 $17,807 3.13%
Home $780,000 - -
Other Real Estate $0 - -
Cars $39,700 ($100) (0.25%)
Personal Property $0 - -
Other Assets $5,205 $116 2.28%
$2,675,552 $59,839 2.29%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $477,430 ($10,889) (2.23%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $4,210 $447 11.88%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $481,640 ($10,442) (2.12%)
Net Worth $2,193,912 $70,281 3.31%
*All values shown in USD ($)
Notes:
Last NW update for the year. What a roller coaster year its been. From where we started the year, the NW reached a nadir of -18 % to ending the year with 47.8 % increase.

Comments

12/12/2020 2:51:47 PM Appliedvalueinvestor
Updated networth for december 2nd weekend. Markets were pretty flat for the week.