ba70's Net Worth for June 2022


Assets Value Change ($) Change (%)
Cash $37,580 ($3,415) (8.33%)
Stocks $232,551 $3,265 1.42%
Bonds $21,545 - -
Annuities $0 - -
Retirement $1,040,909 $15,186 1.48%
Home $465,100 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
College Savings $148,541 ($26) (0.02%)
$1,946,226 $15,010 0.78%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $1,946,226 $15,010 0.78%
*All values shown in USD ($)
Notes:
06/04/2022

It's been a rough first half of the year...

With the market pretty beat up we did some nibbling in my 401k in and around the S&P 4000 level.

We also moved all of our Coverdell money into VTSAX (some of it had been in TIPS). With two years remaining before our daughter goes off to college we are hoping to catch a counter trend rally to bump up the balance before we need to start tapping it.

Money has been tight lately - inflation is quite noticeable, but we continue to max out the 401k and put $3k a month into after tax accounts.


06/13/2022

This is a day I hope to forget. We've officially entered Bear territory on the S&P.... Stomach turning.

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