retireby50's Net Worth for April 2020


Assets Value Change ($) Change (%)
Cash $29,370 $3,675 14.30%
Stocks $66,392 ($11,117) (14.34%)
Bonds $0 - -
Annuities $0 - -
Retirement $239,681 ($55,413) (18.78%)
Home $0 - -
Other Real Estate $0 - -
Cars $7,500 - -
Personal Property $0 - -
Other Assets $38,937 ($297) (0.76%)
$381,880 ($63,152) (14.19%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $381,880 ($63,152) (14.19%)
*All values shown in USD ($)
Notes:
Well that stock market wasn't going to be bullish forever.

I will be looking at some stocks to start investing in with the little excess cash that I have at the moment.

Dropping the ball as I still have not accomplished my goals. Will seek to execute soonest (I swear!).

a. Find investment vehicle for mom's savings account that I am building (currently at $6,200; saving $500/month)

b. Find account for long term savings. I am of the mindset that I would like to have two "pots" for my savings. One where I retain my money market account at $20k, which will form my emergency nest egg. The second account will be in a slightly more riskier fund (50/50 stocks/bond acct?) and will contain my long term emergency fund, which I would like to grow to $80k+. By doing this, I feel that most of my emergency fund will grow to at least match with inflation over the years.

Of the other assets, $34,128 is in my personal savings. 4809 euro is in my European accounts.

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