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idrinkbeeralot's
Net Worth for June 2020
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Assets
Value
Change ($)
Change (%)
Cash
$31,893
($1,485)
(4.45%)
Stocks
$616,133
$45,314
7.94%
Bonds
$59,240
$524
0.89%
Annuities
$0
-
-
Retirement
$55,112
$4,894
9.75%
Home
$215,000
-
-
Other Real Estate
$0
-
-
Cars
$13,000
-
-
Personal Property
$0
-
-
Other Assets
$9,103
$619
7.30%
Total Assets
$999,481
$49,866
5.25%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$194,666
($587)
(0.30%)
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$996
($530)
(34.73%)
Car Loans
$7,858
($1,257)
(13.79%)
Other Debts
$0
-
-
Total Debts
$203,520
($2,374)
(1.15%)
Net Worth
$795,961
$52,240
7.02%
*
All values shown in USD ($)
Notes:
Other Assets - HSA
Credit Card - 0% for furniture for my home
A lot changing in the next few months..
- Refinancing my mortgage from 4.875% to 3.5%
- Paying off my car loan
- In the market for a lake house and lake toys, although not right away
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