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mdv1984's
Net Worth for July 2023
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Assets
Value
Change ($)
Change (%)
Cash
$84,515
$508
0.60%
Stocks
$57,159
$3,659
6.84%
Bonds
$7,095
($25)
(0.35%)
Retirement
$523,515
$28,211
5.70%
Home
$302,300
$8,800
3.00%
Cars
$21,736
($3,039)
(12.27%)
Personal Property
$0
-
-
Other Assets
$0
-
-
Roth IRA
$124,242
$7,078
6.04%
Roth IRA - wife
$50,575
$3,037
6.39%
Total Assets
$1,171,137
$48,229
4.30%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$121,518
($717)
(0.59%)
Credit Cards
$0
-
-
Car Loans
$0
-
-
Total Debts
$121,518
($717)
(0.59%)
Net Worth
$1,049,619
$48,946
4.89%
*
All values shown in USD ($)
Notes:
June was a great month for the markets. We are now solid millionaires, and as long as the markets at least hold this level we will stay millionaires this time!
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