someday's Net Worth for July 2020


Assets Value Change ($) Change (%)
Cash $161,500 $17,500 12.15%
Stocks $40,200 ($6,200) (13.36%)
Bonds $500 - -
Annuities $0 - -
Retirement $794,400 $39,300 5.20%
Home $500,000 - -
Other Real Estate $0 - -
Cars $60,700 ($1,500) (2.41%)
Personal Property $0 - -
Other Assets $46,800 $2,700 6.12%
$1,604,100 $51,800 3.34%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $239,900 ($700) (0.29%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $48,700 ($1,600) (3.18%)
Other Debts $0 - -
Total Debts $288,600 ($2,300) (0.79%)
Net Worth $1,315,500 $54,100 4.29%
*All values shown in USD ($)
Notes:
Other assets: kids' college savings accounts.

Sold additional retirement positions, ~75% of retirement funds are in cash/mma. I'll look for new entry points and may trade some leveraged ETFs.

My wife was let go this month due to COVID, received 6 weeks severance, and applied for UI. For now, this will be much better for the kids' virtual schooling.

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