amh1mo's Net Worth for February 2021


Assets Value Change ($) Change (%)
Cash $118,277 $6,603 5.91%
Stocks $11,525 $700 6.47%
Bonds $50 - -
Annuities $0 - -
Retirement $415,353 $36,255 9.56%
Home $331,000 - -
Other Real Estate $0 - -
Cars $17,607 ($2,385) (11.93%)
Personal Property $0 - -
Other Assets $21,768 $1,006 4.85%
$915,580 $42,179 4.83%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $152,296 ($449) (0.29%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,869 $1,869 -
Car Loans $7,080 ($1,011) (12.50%)
Other Debts $0 - -
Total Debts $161,245 $409 0.25%
Net Worth $754,335 $41,770 5.86%
*All values shown in USD ($)
Notes:
Other assets include 529 account, my HSA account balance ($6513). Our other HSA account balance is not tracked. 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.

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