milkshaken's Net Worth for April 2018


Assets Value Change ($) Change (%)
Cash $5,322 ($4,744) (47.13%)
Stocks $52,469 ($69,633) (57.03%)
Bonds $8,064 ($8) (0.10%)
Annuities $0 - -
Retirement $315,916 ($2,745) (0.86%)
Home $780,000 $780,000 -
Other Real Estate $0 - -
Cars $7,500 - -
Personal Property $0 - -
Other $3,525 - -
$1,172,796 $702,870 149.57%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $480,000 $480,000 -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $760 ($4,266) (84.88%)
Car Loans $0 - -
Other $0 - -
Total Debts $480,760 $475,734 9,465.46%
Net Worth $692,036 $227,136 48.86%
*All values shown in USD ($)
Notes:
Dow 24103 SP 2640. Bought a house (with a little help, as significant jump in net worth implies). Sort of bored with watching the market now that it's pretty much done what I needed it to do in terms of getting me to the total amount I needed for down payment. Not really too many major moves in the works for at least another 15 years.

Comments

9/24/2018 10:33:53 PM target10mil
How is it that you bought a new home, but the value of the property is substantially higher than the down payment you made (assuming this came out of your sold stocks) + the mortgage balance. Generally speaking, buying a home should be a wash as far as networth goes.
9/24/2018 10:38:46 PM target10mil
No edit button: Congrats on the house!
11/30/2018 5:25:09 PM milkshaken
Just saw the comment! We got a little (OK fine, a lot) of help on the down payment from our parents. We ended up using about $100k from the stock sales to put towards the down payment/closing costs/HVAC upgrades. The rest of the down payment came from advances on our eventual inheritances.