kinless' Net Worth for June 2021


Assets Value Change ($) Change (%)
Cash $104,811 $509 0.49%
ULI Total Value $9,558 $4 0.04%
Retirement $247,964 $5,597 2.31%
Home $662,000 $7,000 1.07%
Other Real Estate $370,000 $5,000 1.37%
Cars $2,500 - -
Personal Property $18,500 - -
Other Assets $0 - -
$1,415,333 $18,110 1.30%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $235,990 ($761) (0.32%)
Other Mortgage(s) $257,173 ($475) (0.18%)
Credit Cards $3,214 ($603) (15.80%)
Car Loans $0 - -
Other Debts $35,000 - -
Total Debts $531,377 ($1,839) (0.34%)
Net Worth $883,956 $19,949 2.31%
*All values shown in USD ($)
Notes:
Well that first half of 2021 went quick. But it was also a prosperous one. Thanks to skyrocketing property values, net worth has increased at the fastest rate since beginning this whole tracking business. But the journey isn't nearly done yet!

Some mid-year rebalancing needed to take place. I've loaded up the investment brokerage account to reach a 15% savings rate, with more going in at the end of the year in order to hit the original 18% goal. I'm thinking of investing in international ETFs to round out my US-heavy AA exposure, but waiting (as usual) for a sizable pullback before tossing that dry powder in the cooker. Extra money has also been put aside for the kitchen "refresh" coming up in 6-9 months. That'll probably be a $10k project but I'm already past the halfway point for that goal.

Next month should be a nice advance with a freelance paycheck coming in, as well as annual residuals from a network TV show, which is projected to be very sizable compared to years past. That $1MM goal is still off in the distance, coming closer with every step. But economies can change on a dime, so we can only hope for the best outcome in the months ahead. Cheers!

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