Appliedvalueinvestor's Net Worth for June 2021


Assets Value Change ($) Change (%)
Cash $219,965 $8,766 4.15%
Stocks $1,341,897 $5,143 0.38%
Annuities $0 - -
Retirement $699,853 $14,140 2.06%
Home $780,000 - -
Other Real Estate $0 - -
Cars $37,000 ($500) (1.33%)
Personal Property $0 - -
HSA $5,576 $95 1.73%
$3,084,291 $27,644 0.90%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $398,477 ($21,045) (5.02%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $6,671 ($76) (1.13%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $405,148 ($21,121) (4.95%)
Net Worth $2,679,143 $48,765 1.85%
*All values shown in USD ($)
Notes:
Memorial Day Weekend! Bitcoin continues to be volatile and Tech stocks seem to be making a come back!
First weekend of June. Pretty ordinary week not much activity in markets that I pay attention.. Certainly was a crazy week for meem stocks.
Second week of June: Inflation worries picking up, but still markets seem not to care..Steady rise upwards continues
Third week of June: Finally markets tanked, and big time.. esp for my style of investing.
Final Week of the Month: Markets recovered a bit. Big expense on home upgrades.

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