QuestForAssets' Net Worth for March 2020


Assets Value Change ($) Change (%)
Cash $30,828 ($569) (1.81%)
Stocks $11,786 ($2,985) (20.21%)
Bonds $38,093 ($7,705) (16.82%)
Annuities $14,208 ($6,216) (30.43%)
Retirement $24,036 $3 0.01%
Home $0 - -
Other Real Estate $237,107 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $125,000 - -
$481,058 ($17,472) (3.50%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $10,615 $1,728 19.44%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $10,615 $1,728 19.44%
Net Worth $470,443 ($19,200) (3.92%)
*All values shown in USD ($)
Notes:
3/30/2020
Goal of this account is to track assets.Personal home value and personal home mortgage is excluded from this asset tracking for my personal reasons.Personal value of cars and toys are excluded from these calculations.I do not carry any credit card debt, student loan debt, or auto loan debt in my life. Only personal home mortgage debt and investment property mortgage debt. Bonds: Pre tax 401k retirement money.Retirement: Post tax Roth IRA money.

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