cdedbdwings' Net Worth for September 2020


Assets Value Change ($) Change (%)
Cash $164,590 $16,532 11.17%
Stocks $159,857 $93,339 140.32%
Bonds $14,500 ($250) (1.69%)
Annuities $0 - -
Retirement $849,970 ($17,454) (2.01%)
Home $300,000 - -
Other Real Estate $0 - -
Cars $9,000 - -
Personal Property $20,000 - -
Other Assets $0 - -
$1,517,917 $92,167 6.46%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $6,578 $6,578 -
Car Loans $0 - -
Other Debts $29,381 - -
Total Debts $35,959 $6,578 22.39%
Net Worth $1,481,958 $85,589 6.13%
*All values shown in USD ($)
Notes:
We received more from Mary Sue's inheritance from Marcella this last month. She got around $100000 from Morgan Stanley, $6800 of which was cash and the rest in stock mutual funds. She also received $12880 from an annuity Louis had. We bought new TREK Electric bikes right before our trip to Crosslake for 10 days. We went with Paul one day to Willmar to pick up more things from Marcella, especially the garage, and to Fergus Falls so Mary Sue could pick up her stained glass windows. While there MS made reservations for Christmas at a cabin across the road from Paul. I took $35,500 out of H2HC checking to make the down payment on the office condo on October 1. MS bought cupboard drawers for $1300. We paid Brandon for furnishings in CR.

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