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March 2023 - Net Worth Calculation ($101,709.55) => -4.57% from Feb 2023

  • GMoney
  • Mar 15, 2023
  • 1 min read

Assets:

The assets I have included include the following categories: savings/checking accounts, cash, Venmo account, investment property equity & retirement accounts.

Net Worth Increase: -$4,866.19

401K increase: -0.23%

Total Assets: $123,889.62

Liabilities:

Credit Card: $3130.56

Basement Loan: $19,049.51

Total Liabilities: $22,180.07

TOTAL NET WORTH: $101,709.55


Net worth took a fair hit this past month for multiple reasons. 1) My 401K did not increase due to stocks not doing well. 2) I had a furnace, hot water tank, and toilet repairs to make at my one rental which will cost a total of 10K when it's all said and done. 3) Most of the Italy costs are being put on my credit card so I can get the points, so my credit card is currently inflated but I should make 2/3's of that back when my girlfriend and her dad pay for their share. On the bright side, my raise went into effect in February and I should be seeing the full effect of that in March. I am also working a couple of wrestling tournaments where I'll profit $640, so that will help everything as well.


*Note: I now include equity in my primary mortgage in my assets because it is considered an investment.


2023 Goals:

  1. 50% Savings Rate

  2. Gross 100K -> 89K from PGR, 6K from agent, and 5K from Misc

  3. Buy another multi-family property

  4. Run in 3 different Spartan races

  5. Read 6 books

  6. Visit 4 state parks/ national parks

  7. Visit 1 more state (and one country)

  8. 6 transactions or $750K in sales price

 
 
 

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