cbusguy's Net Worth for January 2021


Assets Value Change ($) Change (%)
Cash $41,128 ($3,548) (7.94%)
Stocks $197,501 $17,930 9.98%
Bonds $76,172 $2,633 3.58%
Annuities $376,585 $4,739 1.27%
Retirement $556,873 $51,643 10.22%
Home $419,000 $19,000 4.75%
Cars $17,000 - -
Personal Property $10,000 - -
Other Assets $15,256 $189 1.25%
$1,709,515 $92,586 5.73%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $196,203 ($964) (0.49%)
Credit Cards $889 ($449) (33.56%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $197,092 ($1,413) (0.71%)
Net Worth $1,512,423 $93,999 6.63%
*All values shown in USD ($)
Notes:
Annuities = current public sector defined benefit account value. Stocks and bonds = Vanguard brokerage account. Retirement = two 457 accounts, one Roth 457 account and Roth IRA. Other assets = 529 account for my nephew. All credit card debt paid off in full monthly.

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