JC's Net Worth for March 2020


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 - -
$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.

Comments