amh1mo's Net Worth for May 2020


Assets Value Change ($) Change (%)
Cash $92,424 $7,921 9.37%
Stocks $7,678 ($1,850) (19.42%)
Bonds $50 - -
Annuities $0 - -
Retirement $273,048 ($25,642) (8.58%)
Home $331,000 - -
Other Real Estate $0 - -
Cars $18,121 ($628) (3.35%)
Personal Property $0 - -
Other Assets $7,848 $528 7.21%
$730,169 ($19,671) (2.62%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $156,324 ($2,368) (1.49%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $5,324 $345 6.93%
Car Loans $12,136 ($2,529) (17.25%)
Other Debts $0 - -
Total Debts $173,784 ($4,552) (2.55%)
Net Worth $556,385 ($15,119) (2.65%)
*All values shown in USD ($)
Notes:
We purchased a new car, which I am including as an asset until we pay off the (0%) car loan. Bond is $50 savings bond that has been converted to Treasury Direct.I am using the 2015 assessed value for our home.Other assets is the balance of our daughter's 529 account. I am not including the balances of our HSAs right now.

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