FatStacks' Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $10,324 $1,326 14.74%
Stocks $1,247 $1,247 -
401k & Profit Sharing $0 ($242,404) -
Home $171,299 - -
Other Real Estate $0 - -
Cars $8,906 - -
Cryptocurrency $0 - -
Boat $5,000 - -
HSA $5,338 $5,338 -
401k-Current $62,304 $62,304 -
401k-Previous $148,023 $148,023 -
Profit Sharing $42,335 $42,335 -
$454,776 $18,169 4.16%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $131,113 ($584) (0.44%)
Other Mortgage(s) $0 - -
Student Loans $11,697 ($338) (2.81%)
Credit Cards $0 - -
Car Loans $7,908 ($455) (5.44%)
Boat Loan $0 - -
Total Debts $150,718 ($1,377) (0.91%)
Net Worth $304,058 $19,546 6.87%
*All values shown in USD ($)
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 :)