InvestorPA's Net Worth for January 2023


Assets Value Change ($) Change (%)
Cash $325,000 $6,000 1.88%
Stocks $407,000 $42,000 11.51%
Bonds $26,000 ($1,000) (3.70%)
Annuities $0 - -
Retirement $1,043,000 $110,500 11.85%
Home $375,000 - -
Other Real Estate $375,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$2,551,000 $157,500 6.58%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $175,000 ($3,000) (1.69%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $175,000 ($3,000) (1.69%)
Net Worth $2,376,000 $160,500 7.24%
*All values shown in USD ($)
Notes:

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