ba70's Net Worth for June 2023


Assets Value Change ($) Change (%)
Cash $24,264 $2,170 9.82%
Stocks $270,649 $8,545 3.26%
Bonds $42,777 - -
Annuities $0 - -
Retirement $1,168,705 $35,037 3.09%
Home $471,900 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
College Savings $158,867 $3,313 2.13%
$2,137,162 $49,065 2.35%
 
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 $2,137,162 $49,065 2.35%
*All values shown in USD ($)
Notes:
06/03/2023

Market and real estate market are on a nice upswing.

Lot's of expenses coming at us:

1) Tree work - $5k
2) Vacation to Cali - $4k
3) School trip to Japan in 2024 - $5k

Glad to finally spend a little money. :-)


06/17/2023

The Greed Index is high (82%), and so are our returns. We are currently up $279k for the year.

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