challengeclub's Net Worth for March 2021


Assets Value Change ($) Change (%)
Savings $307,500 $9,100 3.05%
Stocks $166,000 $11,500 7.44%
Bonds $54,700 - -
Superannuation $153,700 $1,700 1.12%
House $0 - -
Investment Property $275,000 - -
Cars $7,500 - -
Personal Property $15,000 - -
$979,400 $22,300 2.33%
 
Debts Value Change ($) Change (%)
House Mortgage $0 - -
IP Mortgage $133,500 - -
Credit Cards $0 - -
Total Debts $133,500 - -
Net Worth $845,900 $22,300 2.71%
*All values shown in AUD ($)
Notes:
MARCH 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

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

Comments