JC's Net Worth for April 2019


Assets Value Change ($) Change (%)
Cash $242,000 $22,000 10.00%
Stocks $365,000 $48,000 15.14%
Bonds $0 - -
Annuities $382,000 $328,000 607.41%
Retirement $1,950,000 $300,000 18.18%
Home $950,000 - -
Other Real Estate $925,000 $25,000 2.78%
Cars $20,000 ($15,000) (42.86%)
Personal Property $0 - -
Other Assets $215,000 ($225,000) (51.14%)
$5,049,000 $483,000 10.58%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $187,000 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $187,000 - -
Net Worth $4,862,000 $483,000 11.03%
*All values shown in USD ($)
Notes:
Other: $215k in loans
Annuity: pension rollover

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