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mkotas'
Net Worth for July 2023
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Assets
Value
Change ($)
Change (%)
Cash
$9,761
($5,112)
(34.37%)
Stocks
$673,156
($94,502)
(12.31%)
Retirement
$814,850
$28,364
3.61%
Home
$763,800
$40,500
5.60%
Other Real Estate
$0
-
-
Cars
$3,647
$33
0.91%
Personal Property
$42,000
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-
Other Assets
$257,983
$127,563
97.81%
Crypto
$7,157
-
-
Total Assets
$2,572,354
$96,846
3.91%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$252,110
($881)
(0.35%)
Credit Cards
$2,041
($6,314)
(75.57%)
HELOC
$15,799
($8,207)
(34.19%)
Total Debts
$269,950
($15,402)
(5.40%)
Net Worth
$2,302,404
$112,248
5.13%
*
All values shown in USD ($)
Notes:
Made a new investment outside of stocks into a private equity fund.....time for diversification
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