FatStacks' Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $10,324 $1,326 14.74%
Stocks $1,247 $1,247 -
HSA $5,633 $5,633 -
Cars $8,906 - -
Boat (sold) $5,000 - -
Home $171,299 - -
Cryptocurrency $0 - -
401k & Profit Sharing $0 ($242,404) -
401k (old employer) $62,304 $62,304 -
401k (older employer) $148,023 $148,023 -
Profit Sharing (spouse) $42,335 $42,335 -
$455,071 $18,464 4.23%
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $131,113 ($584) (0.44%)
Student Loans (2.8%) $11,697 ($338) (2.81%)
CC (0% pay off evry mnth) $0 - -
Car Loan (72mo 4.5%) $7,908 ($455) (5.44%)
Total Debts $150,718 ($1,377) (0.91%)
Net Worth $304,353 $19,841 6.97%
*All values shown in USD ($)
Notes:
With custom categories I'm now able to track my HSA in its own category. (Previously I left it out of my net worth calculation)

I don't consider our kid's 529 plan for the purposes of retirement, so I don't include it in our net worth calculation. However, it is a sizeable chunk that could otherwise have been invested so I might start keeping track of it here. $42,376

FICO: 855

Note for Admin: I want to split my 401k & Profit Sharing category into new categories, but I'm not sure how to hide the old (existing) one.

Current 401k: 62,304
Previous 401k: 148,023
Profit Sharing: 42,335

Comments

6/27/2020 11:41:59 AM FatStacks
Beta-testing custom categories for NetworthShare!!
7/1/2020 10:08:50 AM admin
Can't put the cat back in the bag! I'll work with you in private chat :)