QuestForAssets' Net Worth for November 2020


Assets Value Change ($) Change (%)
Cash $179,760 ($647) (0.36%)
Stocks $21,527 $1,871 9.52%
Bonds $76,483 $5,271 7.40%
Annuities $40,660 $13,020 47.11%
Retirement $24,038 - -
Home $0 - -
Other Real Estate $240,000 $2,893 1.22%
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$582,468 $22,408 4.00%
 
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 $582,468 $22,408 4.00%
*All values shown in USD ($)
Notes:
11/23/2020
- 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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