gadget's Net Worth for August 2022


Assets Value Change ($) Change (%)
Cash $80,800 $58,284 258.86%
Stocks $160,714 $32,846 25.69%
Bonds $0 - -
Annuities $0 - -
Retirement $740,012 $71,059 10.62%
Home $896,900 ($18,400) (2.01%)
Other Real Estate $0 - -
Cars $98,900 ($1,892) (1.88%)
Personal Property $133,286 - -
Other Assets $58,920 $4,412 8.09%
$2,169,532 $146,309 7.23%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $366,334 ($1,962) (0.53%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $4,464 ($1,599) (26.37%)
Car Loans $79,020 $102 0.13%
Other Debts $129,728 ($344) (0.26%)
Total Debts $579,546 ($3,803) (0.65%)
Net Worth $1,589,986 $150,112 10.43%
*All values shown in USD ($)
Notes:
I'm done with my flight training for a little while, thankfully with a commercial certificate to show for it. We received an unexpected $16K inheritance, which should hopefully get us through the end of the year without pulling from anywhere else. And a week ago, I opted to exercise another traunch of options because my employer's stock continues to do well... figuring we don't know how much better it will get, but also attempting to balance potential tax liabilities for a few years to come; net yield was approx $68K. Our plan is to set aside a bit for flight expenses for some charitable organizations, do a couple other 501(c)(3) things, and put the remainder into the same couple mutual funds we already have, a third of which ($20K) was moved just yesterday. The airplane is in annual right now, so I'm hoping there aren't too many more surprises...

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