patatty's Net Worth for July 2021


Assets Value Change ($) Change (%)
Cash $109,970 $35,364 47.40%
Stocks $47,128 ($17,140) (26.67%)
Bonds $0 - -
Annuities $0 - -
Retirement $421,122 ($11,174) (2.58%)
Home $756,000 $26,500 3.63%
Other Real Estate $237,470 - -
Cars $9,000 - -
Personal Property $0 - -
Other Assets $25,606 $857 3.46%
$1,606,296 $34,407 2.19%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $463,956 ($1,014) (0.22%)
Other Mortgage(s) $148,613 ($248) (0.17%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $612,569 ($1,262) (0.21%)
Net Worth $993,727 $35,669 3.72%
*All values shown in USD ($)
Notes:
Trimmed a losing position and moved it to cash, but kept the remaining shares of the same investment that are held in a retirement account.

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