Citadel's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $13,086 $1,637 14.30%
Stocks $18,963 $3,232 20.55%
Bonds $0 - -
Annuities $0 - -
Retirement $185,271 $17,321 10.31%
Home $389,000 - -
Other Real Estate $255,000 - -
Cars $16,990 $135 0.80%
Personal Property $0 - -
Other Assets $6,188 $6 0.10%
$884,498 $22,331 2.59%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $301,967 ($568) (0.19%)
Other Mortgage(s) $155,442 ($394) (0.25%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $7,661 ($177) (2.26%)
Other Debts $0 ($13,439) -
Total Debts $465,070 ($14,578) (3.04%)
Net Worth $419,428 $36,909 9.65%
*All values shown in USD ($)
Notes:

Comments

6/1/2020 9:24:51 AM Citadel
Paid off the roof loans in a lump sum payment "Other" Debt now at $0. Opened Vanguard account for long term holdings. TDA account for short term trades.