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Net Worth Update: June 2017 = $360,213.87 [Gain: $49,036.24]

Sunday, June 11, 2017 7:21 PM

Below is the current month's net worth breakdown.  Net worth is calculated in January, June, and December.  I have no credit card debt, education loans, or automobile loans.  Checking account totals are not included in my net worth assessment. The market value of all properties is tracked by Zillow and automobiles by Kelly Blue Book.

REFLECTIONS

I'm in the process of purchasing my first rental property through Roof Stock.  I will write a post once the process is complete.

CURRENT TOTAL NET WORTH: $360,213.87 [Gain: $49,036.24]

TOTAL ASSETS: $569,401.89

Cash Assets: $827.22
Money Market (Emergency Fund): $827.22

Investments: $72,801.67
401k: $41,551.04
Mutual Funds: $29,317.27
Stocks & ETFs: $1,846.31
Acorns: $87.05

Physical Assets: $495,773.00
Primary Residence: $489,955.00
Automobiles: $5,818.00

TOTAL LIABILITIES: $209,188.02

Mortgage Remaining $209,188.02

Net Worth Update: January 2017 = $311,177.63 [Loss: $2,177.13]

Tuesday, January 31, 2017 1:25 PM

Below is the current month's net worth breakdown.  I have no credit card debt, education loans, or automobile loans.  Check account totals are not included in my net worth assessment. The market value of my primary residence is tracked by Zillow and my automobiles by Kelly Blue Book.

REFLECTIONS

I've decided to update my net worth less frequently than in the past.  At one point I was doing it every month, but I think the most important months are January, June, and December to have a good perspective of how my net worth has developed throughout the year.  I may add additional months but mostly moving forward it will just be updated on those three months.

CURRENT TOTAL NET WORTH: $311,177.63 [Loss: $2,177.13]

TOTAL ASSETS: $529,319.25

Cash Assets: $826.92
Money Market (Emergency Fund): $826.92

Investments: $64,451.33
Mutual Funds: $27,595.85
401k: $35,184.93
Stocks & ETFs: $1,670.55

Physical Assets: $464,041.00
Market Value of Primary Residence: $458,370.00
Combined Value of Automobiles: $5,671.00

TOTAL LIABILITIES: $218,141.62

Mortgage Remaining $218,141.62

Net Worth Update: December 2016 = $313,354.76 [Gain: $27,697.62]

Friday, December 9, 2016 1:44 PM

Below is the current month's net worth breakdown.  I have no credit card debt, education loans, or automobile loans.  Check account totals are not included in my net worth assessment. The market value of my primary residence is tracked by Zillow and my automobiles by Kelly Blue Book.

REFLECTIONS

From May 2016 to December 2016 I've had a significant gain in net worth.  This was a result of increases in the Zillow market value of my primary residence and increases in my investments as well as paying down my mortgage.

CURRENT TOTAL NET WORTH: $313,354.76 [Gain: $27,697.62]

TOTAL ASSETS: $532,869.81

Cash Assets: $726.78
Money Market (Emergency Fund): $726.78

Investments: $62,570.03
Mutual Funds: $27,148.88
401k: $33,793.13
Stocks & ETFs: $1,628.02

Physical Assets: $469,573.00
Market Value of Primary Residence: $464,183.00
Combined Value of Automobiles: $5,390.00

TOTAL LIABILITIES: $219,515.05

Mortgage Remaining $219,515.05

Net Worth Update: May 2016 = $285,657.14 [Loss: $956.25]

Friday, May 6, 2016 9:00 AM

Below is the current month's net worth breakdown.  I have no credit card debt, education loans, or automobile loans.  Check account totals are not included in my net worth assessment. The market value of my primary residence is tracked by Zillow and my automobiles by Kelly Blue Book.

REFLECTIONS

The value of my home according to Zillow dropped ten thousand dollars.  My mortgage decrease and emergency account increase comes from receiving a pay increase and bonus at work.

CURRENT TOTAL NET WORTH: $285,657.14 [Loss: $956.25]

TOTAL ASSETS: $514,647.55

Cash Assets: $4,518.48
Money Market (Emergency Fund): $4,518.48

Investments: $56,049.07
Mutual Funds: $25,637.61
401k: $29,059.24
Stocks & ETFs: $1,352.22

Physical Assets: $454,080.00
Market Value of Primary Residence: $447,897.00
Combined Value of Automobiles: $6,183.00

TOTAL LIABILITIES: $228,990.41

Mortgage Remaining $228,990.41

Net Worth Update: March 2016 = $286,631.39 [Gain: $4,947.45]

Monday, March 7, 2016 5:47 PM

Below is the current month's net worth breakdown.  I have no credit card debt, education loans, or automobile loans.

The market value of my primary residence is tracked by Zillow and my automobiles by Kelly Blue Book.

After due deliberation I have decided not to include the current value from my checking account. Due to my meticulous budgeting, the checking accounts remain stable from month to month and any given month represent a low value.  Therefore it is much simpler to not include it moving forward.

REFLECTIONS

Gains in the stock market, primary residence market value, and decrease in mortgage has led to this month's increase. 

CURRENT TOTAL NETWORTH: $286,613.39 [Gain: $4,947.45]

TOTAL ASSETS: $523,248.85

Cash Assets: $318.22
Money Market (Emergency Fund): $318.22

Investments: $54,575.63
Mutual Funds: $26,933.52
401k: $26,419.29
Stocks & ETFs: $1,222.82

Physical Assets: $468,355.00
Market Value of Primary Residence: $458,681.00
Combined Value of Automobiles: $9,674.00

TOTAL LIABILITIES: $236,635.46

Mortgage Remaining $236,635.46