utopium's Net Worth for June 2021


Assets Value Change ($) Change (%)
Cash $59,500 ($59,787) (50.12%)
Stocks $570,374 $66,346 13.16%
Bonds $1,157 - -
Retirement $1,506,000 $196,015 14.96%
Home $858,000 $24,708 2.97%
Other Real Estate $2,685,000 $267,149 11.05%
Personal Property $1,700 - -
College529s $97,155 $97,155 -
$5,778,886 $591,586 11.40%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $372,000 ($7,000) (1.85%)
Other Mortgage(s) $549,000 ($36,000) (6.15%)
Credit Cards $1,187 $32 2.77%
Other Debts $0 - -
Total Debts $922,187 ($42,968) (4.45%)
Net Worth $4,856,699 $634,554 15.03%
*All values shown in USD ($)
Notes:
Loans are settled out from refi. Stocks doing great. Moved 50k cash into tqqq and some ROTHs into fngu. Properties doing great. Cannot complain. Looking to purchase lake property. Moved 35K into GBTC

Comments

7/4/2021 12:27:43 AM utopium
Offer accepted on Lakefront property! If this goes through it will check off a lot of bucket list items: lakefront, sunset views, duplex, STR business! I am humbled by the success I have had. Never in a million years would I have thought this was possible...
7/6/2021 1:24:34 PM MountainCEO
Nice job. Looks like you are well diversified. And congrats on the new lakefront property.