orthokneepa's Net Worth for March 2023


Assets Value Change ($) Change (%)
Cash $69,197 $20,662 42.57%
Stocks $823,291 $24,935 3.12%
Annuities $0 - -
Retirement $1,279,573 ($338,941) (20.94%)
Home $870,000 $30,000 3.57%
Other Real Estate $10,000 - -
Cars $52,684 ($10,481) (16.59%)
Personal Property $49,600 $1,000 2.06%
Other Assets $0 ($170,163) -
Rental Property $365,000 $365,000 -
Custodial accounts $44,870 $44,870 -
529 account $136,897 $136,897 -
HSA account $33,980 $33,980 -
$3,735,092 $120,024 3.32%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $124,920 ($3,232) (2.52%)
Other Mortgage(s) $266,250 $266,250 -
Student Loans $10,132 ($1,642) (13.95%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $401,302 $261,376 186.80%
Net Worth $3,333,790 ($141,352) (4.07%)
*All values shown in USD ($)
Notes:
Waited a year to see if networth changed much, and has not but FWIW market down ~25% from last year. Did buy a rental property and plan to buy more in future.

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