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JC's
Net Worth for March 2020
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Assets
Value
Change ($)
Change (%)
Cash
$200,000
($100,000)
(33.33%)
Stocks
$464,000
($5,000)
(1.07%)
Bonds
$0
-
-
Annuities
$0
-
-
Retirement
$2,013,000
($727,000)
(26.53%)
Home
$900,000
($25,000)
(2.70%)
Other Real Estate
$0
-
-
Cars
$100,000
-
-
Personal Property
$172,000
-
-
Other Assets
$500,000
-
-
Total Assets
$4,349,000
($857,000)
(16.46%)
Debts
Value
Change ($)
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
$4,349,000
($857,000)
(16.46%)
*
All values shown in USD ($)
Notes:
Added annuity into retirement account for easier tracking;
Personal property can now account for 529s;
Other is loans and REI partnership
Used cash to buy stocks during the dip.
401s took a huge beating.
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