cdedbdwings' Net Worth for February 2020


Assets Value Change ($) Change (%)
Cash $40,797 ($2,560) (5.90%)
Stocks $57,653 ($2,561) (4.25%)
Bonds $0 - -
Annuities $0 - -
Retirement $762,994 ($43,709) (5.42%)
Home $265,000 - -
Other Real Estate $0 - -
Cars $12,000 - -
Personal Property $20,000 - -
Other Assets $0 - -
$1,158,444 ($48,830) (4.04%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $29,681 $8,616 40.90%
Student Loans $0 - -
Credit Cards $5,592 ($715) (11.34%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $35,273 $7,901 28.87%
Net Worth $1,123,171 ($56,731) (4.81%)
*All values shown in USD ($)
Notes:
The stock market was off this month. DOW February due to the Coronsvirus scare: -11.13. The debt went up due to more expenses on the kitchen redo. We'd made that offer on the office condo with a reserve buyer until March 1 and as of today (Feb 29) he has not acted. Our kitchen cabinets got delivered and they were starting to be installed, so that is looking nice and Mary Sue is excited. She and I flew to Oakland, CA so I could attend an IFS conference with Richard Schwartz. We were able to see Marty and Jeff. They took us out to two restaurants on a Friday night both by the Golden Gate Bridge - A fish restaurant called Waterbar (the waiter was awesome, overheard us congratulating MS about her retirement and brought her a desert with "Congratulations" written in chocolate. Very cool. Then we went to Antlers for dessert. On Saturday Marty took us to Carmel-by-the-Sea and then we had dinner at Jeff's restaurant - finally!

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