kinless' Net Worth for June 2023


Assets Value Change ($) Change (%)
Cash $105,581 $425 0.40%
ULI Total Value $11,118 $5 0.04%
Retirement $291,302 $21,282 7.88%
Home $763,000 $6,000 0.79%
Other Real Estate $455,000 $1,500 0.33%
Cars $2,100 - -
Personal Property $21,500 - -
Other Assets $0 - -
$1,649,601 $29,212 1.80%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $217,024 ($817) (0.38%)
Other Mortgage(s) $245,812 ($479) (0.19%)
Credit Cards $2,705 $808 42.59%
Car Loans $0 - -
Other Debts $35,000 - -
Total Debts $500,541 ($488) (0.10%)
Net Worth $1,149,060 $29,700 2.65%
*All values shown in USD ($)
Notes:
Checking in for the mid-year report!

Overall it was a fruitful first half, with some major gains just in the last 30 days. Stocks were on a semi-winning streak, home values seem to keep rocketing upward, plus some unexpected film royalties gave a nice boost to cash. Maintenance/repairs seems to have ceased at the rental for now (knock on wood). Plus I'm receiving a 10% boost for weekly musical gigs beginning July 1st, giving an extra percentage or so to annual revenue.

The only considerable expense was a new Dell ultrawide display that has replaced my old monitors of 14 years, a good run, but it was time to get something more efficient and practical for my work. I'm still holding off on new computers and photo equipment until next year, but I sprung for the monitor now which will help increase productivity in the meantime.

Did the usual mid-year rebalancing, which ensures fulfillment of my annual contribution goals. In fact I over-contributed by accident, but that's OK, I'd rather the cash grow in a 4% money market fund than sit in a checking account anyway.

I'm still working on those same freelance gigs, which should mean another good boost for Q3 2023. With that pesky inverted yield curve, there's still murmurs of that dreaded "R" word so I'm standing pat on further investments until it doesn't feel so precarious.

Let's see how the 2nd half fares...

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