enoughwealth's Net Worth for August 2021


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $327,379 $7,449 2.33%
Bonds $0 - -
Annuities $0 - -
Retirement $1,523,170 $38,338 2.58%
Home $986,861 $18,822 1.94%
Other Real Estate $1,377,952 - -
Cars $8,000 $8,000 -
Personal Property $0 - -
Other Assets $24,487 ($24) (0.10%)
$4,247,849 $72,585 1.74%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $37,991 ($272) (0.71%)
Other Mortgage(s) $1,040,452 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $1,078,443 ($272) (0.03%)
Net Worth $3,169,406 $72,857 2.35%
*All values shown in AUD ($)
Notes:
Bought 2002 S-type Jaguar using HELOC, which reduced net value of geared stock portfolio, so I have included the value of the car in my assets (it should retain its resale value as it has depreciated 93% from original sticker price when new).

Comments