QuestForAssets' Net Worth for September 2020


Assets Value Change ($) Change (%)
Cash $179,128 ($3,582) (1.96%)
Stocks $19,549 ($1,024) (4.98%)
Bonds $63,619 ($437) (0.68%)
Annuities $23,551 ($2,987) (11.26%)
Retirement $24,038 - -
Home $0 - -
Other Real Estate $237,107 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$546,992 ($8,030) (1.45%)
 
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 $546,992 ($8,030) (1.45%)
*All values shown in USD ($)
Notes:
9/30/2020
- 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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