Net Worth

Welcome to our July 2016 Balance Sheet!

The S&P 500 climbed over 3% last month, and our brokerage accounts were happily along for the ride, climbing nearly $30K this month between deposits and increases in share value.  

The real estate values here are getting fairly long in the tooth and are overdue to be updated.  What’s holding me back are two pending sales that I am waiting to close (two closed last month, but two more are outstanding) before I re-run those calculations and update them here.  When the changes happen they’ll likely be pretty significant, so I want to make sure we’re not getting ahead of ourselves with booking these values.

Here are the numbers for July:

  • Our total assets went up by $32.9K 
  • Our total liabilities went down by $0.9K 
  • Net worth went up by $33.7K 
  • Total net worth as of the end of July is $1,071.0K, which represents a 3.25% increase this month.

For the details…

If you want even more fun graphs and ways to envision the potential of our investments, check out the 2014 and later Balance Sheets!

Monthly Financial Statements Historically