FatStacks' Net Worth for July 2021


Assets Value Change ($) Change (%)
Cash $27,135 ($694) (2.49%)
Stock (taxable brokerage) $775 ($2,594) (77.00%)
Company equity $16,552 - -
HSA $12,966 $507 4.07%
Cars (2005 & 2019) $8,409 - -
Home $171,299 - -
Cryptocurrency $13,838 $1,367 10.96%
401k (old employer) $119,378 $2,265 1.93%
401k (older employer) $210,851 $382 0.18%
Profit Sharing (spouse) $60,007 $383 0.64%
Boat $0 - -
$641,210 $1,616 0.25%
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $123,383 ($604) (0.49%)
Student Loans (2.8%) $7,225 ($132) (1.79%)
CC (0% pay off evry mnth) $0 - -
Car Loan (72mo 3.82%) $0 - -
Furniture (0%) $5,403 ($118) (2.14%)
HELOC (8.25%) $0 - -
Total Debts $136,011 ($854) (0.62%)
Net Worth $505,199 $2,470 0.49%
*All values shown in USD ($)
Notes:
529 plan: $57,994

FICO: 821

Stocks: $446. All-in for $6,100 (keeping track of how much we put in). Several stock options expired worthless this month for a loss of $5,381 :(

Cryptocurrency: All in for $6,453.24

We also went on a trip this month which burned up some cash.

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