enoughwealth's Net Worth for February 2023


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $149,833 ($139,410) (48.20%)
Bonds $0 - -
Annuities $0 - -
Retirement $1,468,798 ($12,908) (0.87%)
Home $1,062,356 ($5,182) (0.49%)
Other Real Estate $2,058,080 $680,128 49.36%
Cars $8,000 - -
Personal Property $0 - -
Other Assets $32,917 ($446) (1.34%)
$4,779,984 $522,182 12.26%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 ($33,440) -
Other Mortgage(s) $1,000,000 ($40,452) (3.89%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $1,000,000 ($73,892) (6.88%)
Net Worth $3,779,984 $596,074 18.72%
*All values shown in AUD ($)
Notes:
As my investment apartment purchase settled, I decided to move the deposit+stamp duty out of 'stocks' category and track the actual estimated current value of the investment unit and lake house (rather than 'at cost'). As part of the $1MM loan conditions the home loan and some investment loans were paid off, home mortgage has gone to $0 and the new residential mortgage loan has appeared.

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