ZenFinance's Net Worth for December 2018


Assets Value Change ($) Change (%)
Cash $42,282 $6,402 17.84%
Retirement $468,961 ($49,836) (9.61%)
Personal Property $20,000 - -
Annuities $0 - -
Stocks $22,486 ($2,123) (8.63%)
Other Real Estate $225,000 - -
Cars $16,000 - -
Bonds $0 - -
Home $360,000 - -
Other Assets $8,301 ($69) (0.82%)
$1,163,030 ($45,626) (3.77%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 ($2,010) -
Other Mortgage(s) $78,444 ($3,985) (4.83%)
Car Loans $0 - -
Other Debts $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Total Debts $78,444 ($5,995) (7.10%)
Net Worth $1,084,586 ($39,631) (3.53%)
*All values shown in USD ($)
Notes:
Final notes on 2018- It was a good year. Received s promotion and should be in a good position to be debt free in 2019. The market was flat and my growth in 2018 was less than expected due to a large 15% market pullback in December. 2019 focus is on purchasing some new appreciating assets and diversifying my portfolio.

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