cdedbdwings' Net Worth for June 2022


Assets Value Change ($) Change (%)
Cash $76,403 $19,965 35.38%
Stocks $203,212 ($78,751) (27.93%)
Bonds $279,954 $66,492 31.15%
Annuities $0 - -
Retirement $867,720 ($79,913) (8.43%)
Home $350,000 - -
Other Real Estate $168,300 - -
Cars $90,000 - -
Personal Property $20,000 - -
Other Assets $0 - -
$2,055,589 ($72,207) (3.39%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $104,735 ($1,090) (1.03%)
Student Loans $0 - -
Credit Cards $4,489 $71 1.61%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $109,224 ($1,019) (0.92%)
Net Worth $1,946,365 ($71,188) (3.53%)
*All values shown in USD ($)
Notes:
In June we had to square up with WM/BCBS audit to the tune of $70,000. I took that amount out of stock funds at Edward Jones and the company is paying me back that $70,000. The payment or $1,500.69 is going into stock funds at Edward Jones. The DOW was off another 7% this month and 15% for the year. We had Emilie and Sean's wedding, which was very nice. She'd rented us an Airbnb, which was perfect. I transferred $10,000 from Erickson Inheritance to checking to cover those expenses. That amount is added to the amount we borrowed from MS' Erickson Inheritance for the 2017 Lincoln. We owe $16,635.33 on the Lincoln and $10,000 on the wedding, or $26,635.33 total. This amount is NOT reflect at all on the Networth as it is a loan to ourselves. Her Camry engine went out so MS and I drove our Camry up for her to use. My big project for the month was writing and putting together an updated Wall Cookbook.

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