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Appliedvalueinvestor's
Net Worth for July 2020
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Assets
Value
Change ($)
Change (%)
Cash
$193,517
($3,251)
(1.65%)
Stocks
$691,952
$50,250
7.83%
Annuities
$0
-
-
Retirement
$488,050
$37,040
8.21%
Home
$780,000
($36,268)
(4.44%)
Other Real Estate
$0
-
-
Cars
$40,000
-
-
Personal Property
$0
-
-
HSA
$4,696
$4,696
-
Total Assets
$2,198,215
$52,467
2.45%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$500,000
-
-
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$4,883
$1,975
67.92%
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$504,883
$1,975
0.39%
Net Worth
$1,693,332
$50,492
3.07%
*
All values shown in USD ($)
Notes:
One more update for July on last day of the month. Big 4 tech announced gangbusters earnings yesterday, I have exposure to two of these 4 in my equity portfolio.
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