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Appliedvalueinvestor's
Net Worth for December 2020
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Assets
Value
Change ($)
Change (%)
Cash
$234,946
($5,667)
(2.36%)
Stocks
$1,028,363
$47,683
4.86%
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
-
-
HSA
$5,205
$116
2.28%
Total Assets
$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.
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Comments
12/12/2020 2:51:47 PM
Appliedvalueinvestor
Updated networth for december 2nd weekend. Markets were pretty flat for the week.