someday's Net Worth for January 2020


Assets Value Change ($) Change (%)
Cash $38,200 ($17,600) (31.54%)
Stocks $192,500 $41,000 27.06%
Bonds $500 - -
Annuities $0 - -
Retirement $723,400 $14,100 1.99%
Home $500,000 - -
Other Real Estate $0 - -
Cars $24,900 - -
Personal Property $0 - -
Other Assets $46,200 $900 1.99%
$1,525,700 $38,400 2.58%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $244,100 ($700) (0.29%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $4,500 ($700) (13.46%)
Other Debts $0 - -
Total Debts $248,600 ($1,400) (0.56%)
Net Worth $1,277,100 $39,800 3.22%
*All values shown in USD ($)
Notes:
Other assets: kids' college savings accounts.
Moved $20k cash to JT

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