orthokneepa's Net Worth for August 2020


Assets Value Change ($) Change (%)
Cash $25,746 ($7,554) (22.68%)
Stocks $1,094,242 $132,254 13.75%
Bonds $29,028 $29,028 -
Annuities $0 - -
Retirement $1,682,927 $222,340 15.22%
Home $775,000 - -
Other Real Estate $10,000 $10,000 -
Cars $54,574 $7,574 16.11%
Personal Property $48,600 - -
Other Assets $112,337 $8,611 8.30%
$3,832,454 $402,253 11.73%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $101,084 - -
Other Mortgage(s) $0 - -
Student Loans $13,941 ($133) (0.95%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $115,025 ($133) (0.12%)
Net Worth $3,717,429 $402,386 12.14%
*All values shown in USD ($)
Notes:
New other real estate is interest in a lake house bought by family.

Home mortgage amount will not change this month but will go up next. Did a cash out refinance for 30 yrs for 2.75%. Investing the $$$ that was cashed out.

Bond amount is new money invested in Fannie mae preferred for 1-2 investment.

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