gadget's Net Worth for July 2023


Assets Value Change ($) Change (%)
Cash $42,210 $13,327 46.14%
Stocks $261,689 ($8,539) (3.16%)
Bonds $0 - -
Annuities $0 - -
Retirement $830,618 $36,855 4.64%
Home $866,100 $18,900 2.23%
Other Real Estate $0 - -
Cars $86,771 ($5,490) (5.95%)
Personal Property $142,616 - -
Other Assets $67,626 $2,872 4.44%
$2,297,630 $57,925 2.59%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $344,510 ($2,003) (0.58%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $15,455 ($1,569) (9.22%)
Car Loans $64,322 $96 0.15%
Other Debts $125,938 ($343) (0.27%)
Total Debts $550,225 ($3,819) (0.69%)
Net Worth $1,747,405 $61,744 3.66%
*All values shown in USD ($)
Notes:
Still overspending. Sold $20K in stocks since they're finally back in the black. Hoping things continue to improve. Honestly kinda sick and tired of having a car payment. It's emotionally heavy, but intellectually (purchase decision aside), it makes more sense to keep paying it down for the next 46 months (rate is 1.89%). Same with the house and airplane loans. All are much lower than even our cash savings account is earning, not to mention higher risk/reward alternatives. Anyhow, hopefully no major hiccups or purchases for another couple years and things continue to stabilize.

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