FatStacks' Net Worth for June 2023

Assets	Value	Change ($)	Change (%)
Cash	$4,439	($1,135)	(20.36%)
Stocks	$138	($9)	(6.12%)
Company equity	$26,081	-	-
HSA	$17,017	$118	0.70%
Cars	$50,438	-	-
Home	$210,000	-	-
Cryptocurrency	$18,682	($1,023)	(5.19%)
Roth IRA	$215	$2	0.94%
401k - Traditional	$317,247	$8,612	2.79%
401k - Roth	$22,727	$562	2.54%
401k - Trad. (spouse)	$17,415	$661	3.95%
Profit Sharing (spouse)	$56,164	$1,261	2.30%
Boat	$58,200	-	-
Total Assets	$798,763	$9,049	1.15%

Debts	Value	Change ($)	Change (%)
Home Mortgage (15yr 3%)	$109,078	($639)	(0.58%)
Student Loans (2.8%)	$4,162	($133)	(3.10%)
CC (0% pay off evry mnth)	$1,055	($140)	(11.72%)
Car Loan (72mo 3.82%)	$48,095	($829)	(1.69%)
Furniture (0%)	$2,689	($118)	(4.20%)
HELOC (8.25%)	$35,975	-	-
Total Debts	$201,054	($1,859)	(0.92%)
Net Worth	$597,709	$10,908	1.86%
^*All values shown in USD ($)

Notes:
We've been boating every single weekend this month - it's been amazing, and expensive. Boat fuel: $1,118.89. The more we spend means the more we're getting use out of the boat, which is exactly the point. We're going to pay for storage/insurance/maintenance regardless, so we better be using the damn thing :) Boat expenses: $1340.25. A part for our trailer was almost $400 (1-time expense), and some engine parts (maybe an every 3 year expense) was another $400. The rest were miscellaneous expenses for wiring/connectors/tools (which I'll use for non-boating things) and other odds&ends. Put another $1000 into crypto during a down point. I'll probably have to pull that out of the HELOC since our boating expenses were way higher this month. I'm not super worried about it* because I've already recouped the interest cost ($1000 x 8% =$80). Paid off 1/2 my dental work this month (HSA). The other half will be paid next month. 529: $59,313.69 FICO: 869 *That assumes crypto doesn't crash and burn 😅

Notes:

We've been boating every single weekend this month - it's been amazing, and expensive.
Boat fuel: $1,118.89. The more we spend means the more we're getting use out of the boat, which is exactly the point. We're going to pay for storage/insurance/maintenance regardless, so we better be using the damn thing :)

Boat expenses: $1340.25. A part for our trailer was almost $400 (1-time expense), and some engine parts (maybe an every 3 year expense) was another $400. The rest were miscellaneous expenses for wiring/connectors/tools (which I'll use for non-boating things) and other odds&ends.

Put another $1000 into crypto during a down point. I'll probably have to pull that *out* of the HELOC since our boating expenses were way higher this month. I'm not super worried about it* because I've already recouped the interest cost ($1000 x 8% =$80).

Paid off 1/2 my dental work this month (HSA). The other half will be paid next month.

529: $59,313.69
FICO: 869

*That assumes crypto doesn't crash and burn 😅

FatStacks' Net Worth for June 2023

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