Overcomer's Net Worth for July 2020


Assets Value Change ($) Change (%)
Cash $64,528 ($6,112) (8.65%)
Stocks $38,931 $1,606 4.30%
Bonds $9,719 $93 0.97%
Annuities $0 - -
Retirement $707,605 $29,906 4.41%
Home $325,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$1,145,783 $25,493 2.28%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $222,988 ($1,034) (0.46%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,936 $2,812 2,267.74%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $225,924 $1,778 0.79%
Net Worth $919,859 $23,715 2.65%
*All values shown in USD ($)
Notes:
Retirement Breakdown:
401(k): $635,686.95
ROTH: $66,868.62
TRAD IRA: $5,049.27

Long put off maintenance on the house accounts for the drop in cash savings and the credit card balance. CC will be paid off this month. Looking to refinance at these low rates, so that will help improve monthly cash flow and increase monthly investment contributions which have been on hold for several months (except for maxed out 401(k) contribution).

Data entered from JULY 18, 2020.

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