ba70's Net Worth for June 2020


Assets Value Change ($) Change (%)
Cash $50,252 $4,954 10.94%
Stocks $132,188 $18,178 15.94%
Bonds $3,201 $29 0.91%
Annuities $0 - -
Retirement $859,102 $66,948 8.45%
Home $351,917 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $100,994 $5,735 6.02%
$1,497,654 $95,844 6.84%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $1,263 ($45) (3.44%)
Total Debts $1,263 ($45) (3.44%)
Net Worth $1,496,391 $95,889 6.85%
*All values shown in USD ($)
Notes:
06/06/2020

Usually I have an opinion on what's coming next, but at this point I give up. 40+ million unemployment claims since March and we are now we are creeping back towards all time highs in the market... Despite the fact we did some re-balancing back when the DOW was in the 24k area (less than ideal), we now stand close to an all time high in terms of net worth. WTF???

One would think that at some point things have to head south again. But at this point who the f' knows... Don't fight the Fed - right???

We're a little bitter about moving some of our holdings to cash during the melee, but we aren't overly sad about it. We had multiple sales in the 28k range to help counter those that took place in the 23-24 range.

Now that the re-balancing is behind us we feel better about current allocation, and safer for whatever comes next. We'll admire the view from here. At least for a minute.


06/11/2020

Welp, things just got real again...

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