Networth Update #2 – July 2020

net worth update

The stocks went really up the first week of June, but it gradually came down throughout the month. On the first day of July, my net worth is $271,677; which is 2.59% higher than the last month. I am officially 18.1% to FI. Check out the tables below for details.

Net Worth Update Summary

AssetsCurrent Month($)Prev. MONTH($)Change(%)
Investments $153,435 $151,375 +2.02%
Cash $56,441 $52,632 +7.24%
Home Equity $60,801 $60,801 +0.00%
Total $271,677 $264,808 +2.59%

Investment Details

Investments went up by +3.34%. The change percentage includes both the contribution as well as the return. The only category that went down was the Cryptocurrency. I have no plans to contribute any more money to the Crypto market. I have also not contributed as much in the investments as I am trying to save cash since I still need to pay a significant amount of money as a part of my divorce settlement.

AssetsCurrent Month($)Prev. MONTH($)Change(%)
401K $74,046 $71,367 +3.75%
Roth IRA $57,230 $55,947 +2.29%
HSA $14,628 $14,061 +4.03%
Stocks $8199 $7,567 +8.35%
Crypto $2,332 $2,431 -4.08%
Total $156,435 $151,375 +3.34%

Net Worth Trend

It’s very satisfying to see how  my net worth trend has progressed over the years. Hopefully, the trend continues so I can FI in no time. 

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