Appliedvalueinvestor's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $196,768 $15,034 8.27%
Stocks $641,702 ($51,086) (7.37%)
Annuities $0 - -
Retirement $451,010 $25,839 6.08%
Home $816,268 $6,322 0.78%
Other Real Estate $0 - -
Cars $40,000 - -
Personal Property $0 - -
HSA $0 - -
$2,145,748 ($3,891) (0.18%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $500,000 ($60,062) (10.72%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,908 $638 28.11%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $502,908 ($59,424) (10.57%)
Net Worth $1,642,840 $55,533 3.50%
*All values shown in USD ($)
Notes:
Final update for the month. Markets dropped quite a bit in the past week. Took the opportunity to increase stake a couple of stocks.

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