Citadel's Net Worth for July 2021


Assets Value Change ($) Change (%)
Cash $10,098 ($2,680) (20.97%)
Stocks $158,169 $57,246 56.72%
Retirement $308,096 $12,251 4.14%
Home $389,000 - -
Cars $15,000 - -
Rental Property 1 $255,000 - -
Vanguard Brokerage $50,864 $3,388 7.14%
HSA $4,657 $444 10.54%
$1,190,884 $70,649 6.31%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $294,427 ($591) (0.20%)
Rental Mortgage $149,402 ($412) (0.28%)
Credit Cards $0 - -
Car Loans $5,135 ($186) (3.50%)
Total Debts $448,964 ($1,189) (0.26%)
Net Worth $741,920 $71,838 10.72%
*All values shown in USD ($)
Notes:
Tenant Moved Out Of Rental Property 6/30 - Going 7/2 to estimate repairs and turnover costs.

Refinanced primary mortgage, expected closing in early July. Lowered APR and eliminated PMI. New monthly payment drops by over $500 per month. Score! will use the extra money for debt paydown, emergency fund and then add it to my investment contributions, in that order.

Still holding the stock mentioned last month. Go big or go home!

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