jwxman's Net Worth for June 2024


Assets Value Change ($) Change (%)
Cash $293,341 $5,862 2.04%
Stocks $958,831 ($24,605) (2.50%)
Bonds $89,316 ($954) (1.06%)
Annuities $0 - -
Retirement $60,081 $900 1.52%
Home $686,347 ($4,520) (0.65%)
Other Real Estate $0 - -
Cars $38,409 - -
Personal Property $0 - -
Other Assets $0 - -
$2,126,325 ($23,317) (1.08%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $367,131 ($5,481) (1.47%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $965 ($2,955) (75.38%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $368,096 ($8,436) (2.24%)
Net Worth $1,758,229 ($14,881) (0.84%)
*All values shown in USD ($)
Notes:
Restarted tracking after a 13 month absence. My May entry was in the middle of the month when stocks were at their all-time highs, so have had some pull back in the couple weeks since. Current stock allocation is 71% with 29% allocated to cash+bonds which are making 4-5% interest. Mortgage rate is 4.75% and have begun paying an extra $5k per month.

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