mbasherp's Net Worth for January 2020


Assets Value Change ($) Change (%)
Cash $19,634 ($272) (1.37%)
Stocks $85,345 ($10,045) (10.53%)
Bonds $12,386 $16 0.13%
Annuities $0 - -
Retirement $170,972 $8,056 4.94%
Home $308,000 - -
Other Real Estate $0 - -
Cars $8,500 ($500) (5.56%)
Personal Property $0 - -
Other Assets $7,700 $171 2.27%
$612,537 ($2,574) (0.42%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $196,214 ($360) (0.18%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $196,214 ($360) (0.18%)
Net Worth $416,323 ($2,214) (0.53%)
*All values shown in USD ($)
Notes:
We fully funded 2020 Roth IRAs with some new money and a sale/transfer from our brokerage account.
Bonds represents I-Bonds, which we utilize for part of our emergency fund.
Home value is 2019 year end Zillow Zestimate -6% to account for sale commissions.

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