mtthomso's Net Worth for July 2016


Assets Value Change ($) Change (%)
Cash $20,872 $72 0.35%
Stocks $17,622 $364 2.11%
Bonds $6,000 ($1,000) (14.29%)
Retirement $433,076 $16,307 3.91%
Home $1,200,000 $190,000 18.81%
Other Real Estate $212,000 - -
Cars $13,000 - -
Personal Property $12,000 - -
Crypto $11,700 $1,200 11.43%
$1,926,270 $206,943 12.04%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $391,000 ($2,184) (0.56%)
Rental Property Mortgages $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Total Debts $391,000 ($2,184) (0.56%)
Net Worth $1,535,270 $209,127 15.77%
*All values shown in USD ($)
Notes:
July was a great month. Stock investments/retirement did well and our house went under contract (in 2 days) for much more than our asking price. I adjusted our home value up to account for that, though it's still about $150K less than we should net from the sale. I want to be conservative until the transaction actually closes. 2016 FINANCIAL GOALS: 1) Achieve a net worth of $1.5MM ***Goal Met in July*** 2) Retirement savings over $400K ***Goal Met in April*** 3) Finish landscaping and other renovation lose ends ***Goal met in May*** 4) Combined Real Estate values of $1.3MM ***Goal Met in July 5) Cash position of over $100K 6) Make at least 1 more Angel Investment (total of 4) 7) Tithe 10% to church ***Did in May, July*** 8) Passive/Investment gross incomes of $20k "Bonds" = Business Account "Other Assets" = Angel investments

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