challengeclub's Net Worth for January 2021


Assets Value Change ($) Change (%)
Savings $299,600 $13,300 4.65%
Stocks $95,300 $10,500 12.38%
Bonds $54,700 $20,000 57.64%
Superannuation $151,000 $500 0.33%
House $0 - -
Investment Property $275,000 - -
Cars $7,500 - -
Personal Property $15,000 - -
$898,100 $44,300 5.19%
 
Debts Value Change ($) Change (%)
House Mortgage $0 - -
IP Mortgage $133,500 - -
Credit Cards $0 - -
Total Debts $133,500 - -
Net Worth $764,600 $44,300 6.15%
*All values shown in AUD ($)
Notes:
JANUARY 2021

Cash includes half of joint account with Robert + all my bank accounts & half of joint (with Inna) bank account + my PayPal/Cash notes
(Inna's bank accounts excluded)

Stocks is holdings (and any cash in accounts) within all ANZ & all CommSec (CommSec is not half only as I funded it fully and it is all for House)
NOTE Half of Inna's shares are now included - because half will go towards house

EXPECTING GREAT THINGS FROM STOCKS IN NEXT 12 MONTHS & 5 YEARS
WBT
AKP
and others
Should get to join $1M NW Club in JAN 2022 if all goes as projected
That's the goal anyway
Perhaps might even be in 2021

Bonds is Rental Bond $2200
Plus Land Deposit for House $32500
Plus now also $20000 Loan to Inna
Bonds: $54700

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