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JC's
Net Worth for December 2019
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Assets
Value
Change ($)
Change (%)
Cash
$300,000
$200,000
200.00%
Stocks
$452,000
$19,774
4.57%
Bonds
$0
-
-
Annuities
$0
($396,508)
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Retirement
$2,574,000
$517,000
25.13%
Home
$950,000
-
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Other Real Estate
$0
($575,000)
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Cars
$100,000
-
-
Personal Property
$172,000
$172,000
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Other Assets
$500,000
-
-
Total Assets
$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
-
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Total Debts
$0
($187,000)
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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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