pcon131's Net Worth for July 2024


Assets Value Change ($) Change (%)
Cash $128,330 $259 0.20%
Stocks $786,449 $9,932 1.28%
Bonds $84,390 $1,445 1.74%
Annuities $0 - -
Retirement $1,536,998 $23,614 1.56%
Home $475,000 - -
Other Real Estate $0 - -
Cars $7,500 ($500) (6.25%)
Personal Property $0 - -
Other Assets $0 - -
$3,018,667 $34,750 1.16%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $15,819 ($1,661) (9.50%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $15,819 ($1,661) (9.50%)
Net Worth $3,002,848 $36,411 1.23%
*All values shown in USD ($)
Notes:

Comments

8/1/2024 8:33:58 AM azphx1972
Congrats on crossing $3M! 🎉
8/3/2024 8:15:46 AM cbusguy
Congratulations on $3 million!
8/3/2024 1:26:28 PM Appliedvalueinvestor
I see that you have listed a very conservative numbers on your property and the current market value probably is much higher.. That said, congrats on crossing 3 M on these conservative estimates!
8/10/2024 12:23:12 PM pcon131
Thanks!! It was nice to be there for a hot second until the market crapped itself :) Next up is paying off the mortgage which will feel good. We've always paid a tiny bit extra each month, but never let it get in the way of saving/investing a good percentage of our income. But once that is gone our expenses will be pretty low so it puts us in a good position to wind down earlier if we want to. And we want to.