JC's Net Worth for April 2018


Assets Value Change ($) Change (%)
Cash $633,000 ($797,000) (55.73%)
Stocks $161,000 $44,000 37.61%
Bonds $0 - -
Annuities $60,000 - -
Retirement $1,800,000 ($30,000) (1.64%)
Home $950,000 - -
Other Real Estate $600,000 - -
Cars $35,000 - -
Personal Property $0 - -
Other Assets $390,000 $197,000 102.07%
$4,629,000 ($586,000) (11.24%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $190,000 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $190,000 - -
Net Worth $4,439,000 ($586,000) (11.66%)
*All values shown in USD ($)
Notes:
Tax time; paid back a small loan; Bought more stocks; Other is 529s at 140K, hard loans at 250K

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