mydogwantsmetoretire's Net Worth for July 2020


Assets Value Change ($) Change (%)
Cash $237,269 ($15,335) (6.07%)
Stocks $437,192 $24,377 5.91%
Bonds $0 - -
Annuities $0 - -
Retirement $1,231,659 $107,156 9.53%
Home $400,000 - -
Other Real Estate $33,683 - -
Cars $46,000 ($1,000) (2.13%)
Personal Property $0 - -
Other Assets $0 - -
$2,385,803 $115,198 5.07%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $110,529 ($2,402) (2.13%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $110,529 ($2,402) (2.13%)
Net Worth $2,275,274 $117,600 5.45%
*All values shown in USD ($)
Notes:
July was a good month in a lot of ways - stock market and spending a good amount of time with the family at the beach. Continued focusing on investing in the retirement plan and finding good individual stocks for the non-retirement brokerage accounts. Expenses continue to be at a little higher level than desired due to buying new appliances and landscaping upgrades. As CDs (from last year) mature, considering what to do with the money. Cash build-up is probably a little higher than I want but lots of uncertainty still out there.

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