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orthokneepa's
Net Worth for June 2021
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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%
Total Assets
$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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