UTex08's Net Worth for January 2020


Assets Value Change ($) Change (%)
Cash $44,343 $1,345 3.13%
Stocks $187,050 $19,640 11.73%
Bonds $0 - -
Annuities $0 - -
Retirement $706,912 $47,762 7.25%
Home $660,000 $42,000 6.80%
Other Real Estate $196,000 $6,000 3.16%
Cars $43,450 ($4,388) (9.17%)
Personal Property $0 - -
Other Assets $22,800 $1,835 8.75%
$1,860,555 $114,194 6.54%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $446,903 ($717) (0.16%)
Other Mortgage(s) $60,419 ($405) (0.67%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $507,322 ($1,122) (0.22%)
Net Worth $1,353,233 $115,316 9.32%
*All values shown in USD ($)
Notes:
IRA's funded for the year via Roth conversions. Will focus on maxing out 401k's next. Then continue to purchase company stock, increase cash for future projects and bump up the brokerage fund.

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