cbusguy's Net Worth for December 2021


Assets Value Change ($) Change (%)
Cash $64,540 $19,288 42.62%
Stocks $235,035 $16,814 7.71%
Bonds $67,680 ($9,183) (11.95%)
Annuities $403,554 $13,673 3.51%
Retirement $622,800 $26,201 4.39%
Home $449,000 $20,000 4.66%
Cars $21,000 $4,000 23.53%
Personal Property $10,000 - -
Other Assets $15,453 $182 1.19%
$1,889,062 $90,975 5.06%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $190,802 ($3,457) (1.78%)
Credit Cards $878 $44 5.28%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $191,680 ($3,413) (1.75%)
Net Worth $1,697,382 $94,388 5.89%
*All values shown in USD ($)
Notes:
Increasing cash to purchase a new car.
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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