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Net Worth Report for March 2017

Assets   $ Diff % Diff
Cash $17,495 ($2,366) -11.91 %
Stocks $10,419 $1,450 16.17 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $116,086 $1,649 1.44 %
Home $112,349 ($192) -0.17 %
Other Real Estate $0 $0 -
Cars $28,427 $656 2.36 %
Personal Property $0 $0 -
Other $18,900 $0 0.00 %
Total Assets $303,676 $1,197 0.40 %
Debts   $ Diff % Diff
Home Mortgage(s) $112,349 ($192) -0.17 %
Other Mortgage(s) $0 $0 -
Student Loans $133,288 ($1,512) -1.12 %
Credit Card $10,000 ($200) -1.96 %
Car Loans $38,699 ($575) -1.46 %
Other $0 $0 -
Total Debts $294,336 ($2,479) -0.84 %
 
Net Worth $9,340 $3,676 64.90 %
Net Worth History Chart
Monthly Entry
Other Assets:
$15k Stock Award at Cost Less Estimated Taxes (Vesting Date: 12/2019)
$15k Stock Award at Cost Less Estimated Taxes (Vesting Date: 12/2020)

Home:
Zillow Value of $114,469 as of 1/3/17. Valuing the condo at the mortgage amount.

Car:
Auto purchased 07/2016. Value per KBB.

Net Worth Report for February 2017

Assets   $ Diff % Diff
Cash $19,861 ($1,251) -5.93 %
Stocks $8,969 $1,400 18.50 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $114,437 $3,620 3.27 %
Home $112,541 ($192) -0.17 %
Other Real Estate $0 $0 -
Cars $27,771 ($883) -3.08 %
Personal Property $0 $0 -
Other $18,900 $0 0.00 %
Total Assets $302,479 $2,694 0.90 %
Debts   $ Diff % Diff
Home Mortgage(s) $112,541 ($192) -0.17 %
Other Mortgage(s) $0 $0 -
Student Loans $134,800 ($1,406) -1.03 %
Credit Card $10,200 ($200) -1.92 %
Car Loans $39,274 ($564) -1.42 %
Other $0 $0 -
Total Debts $296,815 ($2,362) -0.79 %
 
Net Worth $5,664 $5,056 831.58 %
Net Worth History Chart
Monthly Entry
Other Assets:
$15k Stock Award at Cost Less Estimated Taxes (Vesting Date: 12/2019)
$15k Stock Award at Cost Less Estimated Taxes (Vesting Date: 12/2020)

Home:
Zillow Value of $114,469 as of 1/3/17. Valuing the condo at the mortgage amount.

Car:
Auto purchased 07/2016. Value per KBB.

Net Worth Report for January 2017

Assets   $ Diff % Diff
Cash $21,112 ($2,196) -9.42 %
Stocks $7,569 $1,400 22.69 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $110,817 $3,104 2.88 %
Home $112,733 ($191) -0.17 %
Other Real Estate $0 $0 -
Cars $28,654 $717 2.57 %
Personal Property $0 $0 -
Other $18,900 $0 0.00 %
Total Assets $299,785 $2,834 0.95 %
Debts   $ Diff % Diff
Home Mortgage(s) $112,733 ($191) -0.17 %
Other Mortgage(s) $0 $0 -
Student Loans $136,206 ($436) -0.32 %
Credit Card $10,400 ($200) -1.89 %
Car Loans $39,838 ($570) -1.41 %
Other $0 $0 -
Total Debts $299,177 ($1,397) -0.46 %
 
Net Worth $608 $4,231 116.78 %
Net Worth History Chart
Monthly Entry
Other Assets:
$15k Stock Award at Cost Less Estimated Taxes (Vesting Date: 12/2019)
$15k Stock Award at Cost Less Estimated Taxes (Vesting Date: 12/2020)

Home:
Zillow Value of $114,469 as of 1/3/17. Valuing the condo at the mortgage amount.

Car:
Auto purchased 07/2016. Value per KBB.