FatStacks' Net Worth for August 2023


Assets Value Change ($) Change (%)
Cash $3,177 ($77) (2.37%)
Stocks $77 ($80) (50.96%)
Company equity $35,625 $9,544 36.59%
HSA $17,683 $212 1.21%
Cars $50,438 - -
Home $210,000 - -
Cryptocurrency $16,827 ($2,841) (14.44%)
Roth IRA $231 $3 1.32%
401k - Traditional $328,780 ($6,434) (1.92%)
401k - Roth $23,438 ($519) (2.17%)
401k - Trad. (spouse) $18,454 ($86) (0.46%)
Profit Sharing (spouse) $57,697 ($741) (1.27%)
Boat $58,200 - -
$820,627 ($1,019) (0.12%)
 
Debts Value Change ($) Change (%)
Home Mortgage (15yr 3%) $107,795 ($642) (0.59%)
Student Loans (2.8%) $3,895 ($133) (3.30%)
CC (0% pay off evry mnth) $775 ($140) (15.30%)
Car Loan (72mo 3.82%) $46,424 ($835) (1.77%)
Furniture (0%) $2,453 ($118) (4.59%)
HELOC (8.25%) $44,225 $7,250 19.61%
Total Debts $205,567 $5,382 2.69%
Net Worth $615,060 ($6,401) (1.03%)
*All values shown in USD ($)
Notes:
Went on our 2nd (and final) week-long boating trip for the year. Had a great time with great friends. Once again this trip reinforced the fact that we want a vacation home (there), and would consider retiring there as well.

Borrowed a bunch from our HELOC to fix the boat, and will likely need to borrow more to get it to 100%. We'll recoup some of that in a few months, but for now we just have to suck it up. 🙄

My "Company equity" ticked up a bit this month. It's currently value (~36k) is about what I hoped to get out of my investment. The earliest I can sell it is 2026, and that's only if certain conditions are met. I consider it "paper money" until I'm actually able to cash it in.

529: $60,842
FICO: 872

Comments