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Appliedvalueinvestor's
Net Worth for March 2021
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Assets
Value
Change ($)
Change (%)
Cash
$243,022
($7,961)
(3.17%)
Stocks
$1,175,409
$79,226
7.23%
Annuities
$0
-
-
Retirement
$647,517
$27,743
4.48%
Home
$780,000
-
-
Other Real Estate
$0
-
-
Cars
$38,500
($500)
(1.28%)
Personal Property
$0
-
-
HSA
$5,314
$94
1.80%
Total Assets
$2,889,762
$98,602
3.53%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$448,581
($25,907)
(5.46%)
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$3,510
$1,508
75.32%
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$452,091
($24,399)
(5.12%)
Net Worth
$2,437,671
$123,001
5.31%
*
All values shown in USD ($)
Notes:
Final update for the month. Not much to talk about except, the market action in DISCA, dropping >25 %
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