moominoid's Net Worth for April 2021


Assets Value Change ($) Change (%)
Cash $127,306 $47,294 59.11%
Stocks $1,263,129 ($269,133) (17.56%)
Bonds $218,545 $103,813 90.48%
Annuities $0 - -
Retirement $1,267,451 $101,232 8.68%
Home $850,768 $11,084 1.32%
Other Real Estate $231,842 $104,208 81.65%
Cars $2,776 $36 1.31%
Personal Property $0 - -
Other Assets $747,113 $33,432 4.68%
$4,708,930 $131,966 2.88%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $368,721 $3,191 0.87%
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,678 ($999) (21.36%)
Car Loans $0 - -
Other Debts $162,153 ($9,040) (5.28%)
Total Debts $534,552 ($6,848) (1.26%)
Net Worth $4,174,378 $138,814 3.44%
*All values shown in USD ($)
Notes:
There was a lot of change this month as our self-managed superannuation fund (a bit like an IRA for American readers) was fully set up and got close to fully invested.

Other assets include managed futures, venture capital funds, fractional ownership of art, and gold. Other debts include margin debt. Values are in US Dollars and so fluctuate with exchange rates as more than half of our investments are Australian Dollar or Pound Sterling denominated.

Comments