orthokneepa's Net Worth for June 2021


Assets Value Change ($) Change (%)
Cash $49,297 ($3,100) (5.92%)
Stocks $708,300 ($272,026) (27.75%)
Bonds $8,535 ($22,921) (72.87%)
Annuities $0 - -
Retirement $1,334,807 ($186,481) (12.26%)
Home $825,000 $39,000 4.96%
Other Real Estate $10,000 - -
Cars $60,799 ($1,786) (2.85%)
Personal Property $48,600 - -
Other Assets $149,383 $8,499 6.03%
$3,194,721 ($438,815) (12.08%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $129,370 ($483) (0.37%)
Other Mortgage(s) $0 - -
Student Loans $12,455 ($272) (2.14%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $141,825 ($755) (0.53%)
Net Worth $3,052,896 ($438,060) (12.55%)
*All values shown in USD ($)
Notes:
Rough month in the markets with a large position. Should eventually work out. Took my lumps this month, Onwards and upwards from here.

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