moominoid's Net Worth for July 2021


Assets Value Change ($) Change (%)
Cash $39,683 ($69,258) (63.57%)
Stocks $1,423,987 $9,396 0.66%
Bonds $159,800 $27,182 20.50%
Annuities $0 - -
Retirement $1,472,612 $116,387 8.58%
Home $810,214 ($17,012) (2.06%)
Other Real Estate $106,195 $5,442 5.40%
Cars $2,644 ($56) (2.07%)
Personal Property $0 - -
Other Assets $752,644 ($99,834) (11.71%)
$4,767,779 ($27,753) (0.58%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $348,866 ($8,072) (2.26%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,681 ($2,828) (51.33%)
Car Loans $0 - -
Other Debts $230,578 ($26,304) (10.24%)
Total Debts $582,125 ($37,204) (6.01%)
Net Worth $4,185,654 $9,451 0.23%
*All values shown in USD ($)
Notes:
Other assets include managed futures, venture capital funds, fractional ownership of art, and gold. Other debts include margin debt. Values are in US Dollars and so fluctuate with exchange rates as more than half of our investments are Australian Dollar or Pound Sterling denominated. I transferred a managed futures fund into our self-managed superannuation fund this month, resulting in major changes to other assets and retirement categories. I also upvalued our home based on recent sales, which includes changing its value in previous months this year too.

Comments