FatStacks' Net Worth for September 2020


Assets Value Change ($) Change (%)
Cash $8,338 ($622) (6.94%)
Stocks $1,361 ($48) (3.41%)
HSA $7,404 $590 8.66%
Cars $8,906 - -
Boat (sold) $5,000 - -
Home $171,299 - -
Cryptocurrency $0 - -
401k (old employer) $70,336 $194 0.28%
401k (older employer) $160,766 ($3,918) (2.38%)
Profit Sharing (spouse) $45,646 ($1,520) (3.22%)
$479,056 ($5,324) (1.10%)
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $129,351 ($589) (0.45%)
Student Loans (2.8%) $10,698 ($333) (3.02%)
CC (0% pay off evry mnth) $145 $93 178.85%
Car Loan (72mo 4.5%) $6,438 ($484) (6.99%)
Total Debts $146,632 ($1,313) (0.89%)
Net Worth $332,424 ($4,011) (1.19%)
*All values shown in USD ($)
Notes:
Previous 401k took a hit because the market is dropping, but my current 401k is maintaining value because my contributions offset the market loss.

HSA is on a steady climb since we haven't had to touch it at all this year. Starting to think about moving it to a bank that lets me invest, since our current bank doesn't offer that.

Comments