Target2017's Net Worth for June 2023


Assets Value Change ($) Change (%)
Cash $197,000 $40,900 26.20%
Stocks $2,905,000 $298,000 11.43%
Bonds $201,000 ($154,600) (43.48%)
Retirement $1,610,000 $92,000 6.06%
Home $2,300,000 - -
Cars $0 - -
Other Assets $0 - -
Crypto $0 ($27,000) -
Options $15,000 $15,000 -
$7,228,000 $264,300 3.80%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $620,132 ($1,254) (0.20%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $620,132 ($1,254) (0.20%)
Net Worth $6,607,868 $265,554 4.19%
*All values shown in USD ($)
Notes:
shifting MUNI/Bonds to CDs
Sold Crypto and exiting Coinbase

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