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Appliedvalueinvestor's
Net Worth for June 2020
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Assets
Value
Change ($)
Change (%)
Cash
$196,768
$15,034
8.27%
Stocks
$641,702
($51,086)
(7.37%)
Annuities
$0
-
-
Retirement
$451,010
$25,839
6.08%
Home
$816,268
$6,322
0.78%
Other Real Estate
$0
-
-
Cars
$40,000
-
-
Personal Property
$0
-
-
HSA
$0
-
-
Total Assets
$2,145,748
($3,891)
(0.18%)
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$500,000
($60,062)
(10.72%)
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$2,908
$638
28.11%
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$502,908
($59,424)
(10.57%)
Net Worth
$1,642,840
$55,533
3.50%
*
All values shown in USD ($)
Notes:
Final update for the month. Markets dropped quite a bit in the past week. Took the opportunity to increase stake a couple of stocks.
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