JC's Net Worth for December 2019


Assets Value Change ($) Change (%)
Cash $300,000 $200,000 200.00%
Stocks $452,000 $19,774 4.57%
Bonds $0 - -
Annuities $0 ($396,508) -
Retirement $2,574,000 $517,000 25.13%
Home $950,000 - -
Other Real Estate $0 ($575,000) -
Cars $100,000 - -
Personal Property $172,000 $172,000 -
Other Assets $500,000 - -
$5,048,000 ($62,734) (1.23%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 ($187,000) -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 ($187,000) -
Net Worth $5,048,000 $124,266 2.52%
*All values shown in USD ($)
Notes:
Added annuity into retirement account for easier tracking;
Personal property can now account for 529s:
Sold last piece of rental property, hence cash;
Other is loans and REI partnership

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