enoughwealth's Net Worth for December 2020


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $309,781 ($1,894) (0.61%)
Bonds $0 - -
Annuities $0 - -
Retirement $1,284,074 $5,595 0.44%
Home $836,929 ($1,814) (0.22%)
Other Real Estate $1,377,952 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$3,808,736 $1,887 0.05%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $40,158 ($265) (0.66%)
Other Mortgage(s) $1,040,452 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $1,080,610 ($265) (0.02%)
Net Worth $2,728,126 $2,152 0.08%
*All values shown in AUD ($)
Notes:

Comments

1/11/2021 11:43:23 AM Appliedvalueinvestor
How do manage with zero cash balance..
4/3/2021 3:23:08 AM enoughwealth
In reality I have zero cash on hand, as I charge everything to my no annual fee CC and pay it off in full each month. However, I do have a small 'cash' balance spread across various bank accounts, CMA linked to my margin loan accounts, joint account linked to our home loan etc. but I just include these as part of other calculations eg. the bank accounts are included in my overall geared stock portfolio balance.