JC's Net Worth for January 2020


Assets Value Change ($) Change (%)
Cash $300,000 - -
Stocks $469,000 $17,000 3.76%
Bonds $0 - -
Annuities $0 - -
Retirement $2,679,000 $105,000 4.08%
Home $950,000 - -
Other Real Estate $0 - -
Cars $100,000 - -
Personal Property $172,000 - -
Other Assets $500,000 - -
$5,170,000 $122,000 2.42%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $5,170,000 $122,000 2.42%
*All values shown in USD ($)
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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