mbasherp's Net Worth for March 2020


Assets Value Change ($) Change (%)
Cash $19,704 $2,364 13.63%
Stocks $71,287 ($8,740) (10.92%)
Bonds $12,427 $22 0.18%
Annuities $0 - -
Retirement $140,483 ($20,024) (12.48%)
Home $308,000 - -
Other Real Estate $0 - -
Cars $7,500 ($500) (6.25%)
Personal Property $0 - -
Other Assets $6,823 ($877) (11.39%)
$566,224 ($27,755) (4.67%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $197,000 $1,148 0.59%
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $197,000 $1,148 0.59%
Net Worth $369,224 ($28,903) (7.26%)
*All values shown in USD ($)
Notes:
We closed on a mortgage refinance at the end of February, slightly increasing our outstanding balance. We are thankful now for the reduced minimum payment!
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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