gadget's Net Worth for July 2020


Assets Value Change ($) Change (%)
Cash $54,443 ($2,830) (4.94%)
Stocks $56,978 $4,266 8.09%
Bonds $0 - -
Annuities $0 - -
Retirement $458,663 $19,358 4.41%
Home $608,721 $3,196 0.53%
Other Real Estate $0 - -
Cars $23,107 $53 0.23%
Personal Property $0 - -
Other Assets $40,560 $2,452 6.43%
$1,242,472 $26,495 2.18%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $405,649 ($842) (0.21%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $15,529 $10,322 198.23%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $421,178 $9,480 2.30%
Net Worth $821,294 $17,015 2.12%
*All values shown in USD ($)
Notes:
I did not transfer another chunk of $12k into mutual funds this month, as we have exceeded our remodel budget by a good bit. Between the remaining remodel expenses we expect and flight lessons costing more than anticipated, we've elected to retain the remaining $24k in cash. It's okay though - I'm pleased to see the initial $48k has already gained a reasonable amount amidst all of the volatility!

Credit card is pretty high this month - just waiting for things to post and hit the statement before paying if off. August may well look similar.

Comments