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TheMoneyRat's
Net Worth for December 2023
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Assets
Value
Change ($)
Change (%)
Cash
$620,407
$30,678
5.20%
Stocks
$73,937
($41,937)
(36.19%)
College Fund
$0
-
-
Retirement
$1,169,105
$26,872
2.35%
Home
$423,000
$23,000
5.75%
Other Real Estate
$1,750,000
$150,000
9.38%
Personal Property
$75,000
-
-
Other Assets
$39,779
($18,943)
(32.26%)
Total Assets
$4,151,228
$169,670
4.26%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$832,688
-
-
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$18,815
-
-
Total Debts
$851,503
-
-
Net Worth
$3,299,725
$169,670
5.42%
*
All values shown in USD ($)
Notes:
Bumped up value of primary home and vacation home after keeping it flat for a year. Conservative net valuation. 529 plan hit by tuition payment for 2024 spring semester.
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