Appliedvalueinvestor's Net Worth for July 2020


Assets Value Change ($) Change (%)
Cash $193,517 ($3,251) (1.65%)
Stocks $691,952 $50,250 7.83%
Bonds $0 - -
Annuities $0 - -
Retirement $488,050 $37,040 8.21%
Home $780,000 ($36,268) (4.44%)
Other Real Estate $0 - -
Cars $40,000 - -
Personal Property $0 - -
Other Assets $4,696 $4,696 -
$2,198,215 $52,467 2.45%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $500,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $4,883 $1,975 67.92%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $504,883 $1,975 0.39%
Net Worth $1,693,332 $50,492 3.07%
*All values shown in USD ($)
Notes:
One more update for July on last day of the month. Big 4 tech announced gangbusters earnings yesterday, I have exposure to two of these 4 in my equity portfolio.

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