ZenFinance's Net Worth for August 2022


Assets Value Change ($) Change (%)
Cash $46,578 ($196,848) (80.87%)
Stocks $99,490 $3,351 3.49%
Bonds $20,000 - -
Annuities $0 - -
Retirement $880,460 $49,765 5.99%
Home $460,000 - -
Other Real Estate $940,000 - -
Cars $72,000 ($3,000) (4.00%)
Personal Property $20,000 - -
Other Assets $1,100 ($1,789) (61.92%)
$2,539,628 ($148,521) (5.53%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $316,879 ($200,000) (38.69%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $316,879 ($200,000) (38.69%)
Net Worth $2,222,749 $51,479 2.37%
*All values shown in USD ($)
Notes:
Decided to transfer cash into the mortgage and do a recast.

Comments

8/8/2022 12:52:24 PM ZenFinance
Curious, how have people on this site generated a steady income from investments (other than RE)?
8/8/2022 9:41:35 PM EscapeVelocity
Dividends -- particularly, qualified dividend income, which is taxed favorably -- is my mainstay.