cbusguy's Net Worth for May 2020


Assets Value Change ($) Change (%)
Cash $35,757 ($5,561) (13.46%)
Stocks $133,718 $1,117 0.84%
Bonds $61,999 $6,224 11.16%
Annuities $356,587 $14,998 4.39%
Retirement $398,727 ($10,660) (2.60%)
Home $400,000 - -
Cars $21,000 - -
Personal Property $10,000 - -
Other Assets $13,955 $750 5.68%
$1,431,743 $6,868 0.48%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $200,495 ($2,800) (1.38%)
Credit Cards $1,428 ($559) (28.13%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $201,923 ($3,359) (1.64%)
Net Worth $1,229,820 $10,227 0.84%
*All values shown in USD ($)
Notes:
Deployed cash and monthly savings to buy stocks during downturn. At lowest in March, was down >$125k in stocks/retirement from February highs, but have recovered some of that.
Annuities = current public sector defined benefit account value. Stocks and bonds = Vanguard brokerage account. Retirement = two 457 accounts and Roth IRA. Other assets = 529 account for my nephew. All credit card debt paid off in full monthly.

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