Jefe's Net Worth for October 2020


Assets Value Change ($) Change (%)
Cash $86,900 $400 0.46%
Stocks $37,900 $12,600 49.80%
Bonds $8,400 ($8,100) (49.09%)
Annuities $0 - -
Retirement $1,387,800 $105,500 8.23%
Home $590,000 - -
Other Real Estate $0 - -
Cars $29,600 ($300) (1.00%)
Personal Property $0 - -
Other Assets $1,500 - -
College Savings $152,400 $11,500 8.16%
HSA $31,000 $3,500 12.73%
$2,325,500 $125,100 5.69%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $367,200 ($2,200) (0.60%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,600 $600 20.00%
Car Loans $14,600 ($6,400) (30.48%)
Other Debts $0 - -
Total Debts $385,400 ($8,000) (2.03%)
Net Worth $1,940,100 $133,100 7.37%
*All values shown in USD ($)
Notes:

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