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Net Worth Report for July 2016

Assets   $ Diff % Diff
Cash $2,000 ($2,000) -50.00 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $261,000 $5,600 2.19 %
Home $800,000 $55,000 7.38 %
Other Real Estate $290,000 $30,000 11.54 %
Cars $0 $0 -
Personal Property $20,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,373,000 $88,600 6.90 %
Debts   $ Diff % Diff
Home Mortgage(s) $611,000 ($8,000) -1.29 %
Other Mortgage(s) $193,000 $0 0.00 %
Student Loans $9,600 ($175) -1.79 %
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $6,700 ($271) -3.89 %
Total Debts $820,300 ($8,446) -1.02 %
 
Net Worth $552,700 $97,046 21.30 %
Net Worth History Chart
Monthly Entry
Personal Property = estimated value of art collection/valuables. Loan for home expenses

7/2016: Adjusted value of property up reflecting recent direct comps (conservative)

Net Worth Report for June 2016

Assets   $ Diff % Diff
Cash $4,000 $2,000 100.00 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $255,400 $6,400 2.57 %
Home $745,000 $0 0.00 %
Other Real Estate $260,000 $0 0.00 %
Cars $0 $0 -
Personal Property $20,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,284,400 $8,400 0.66 %
Debts   $ Diff % Diff
Home Mortgage(s) $619,000 $0 0.00 %
Other Mortgage(s) $193,000 ($5,000) -2.53 %
Student Loans $9,775 ($125) -1.26 %
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $6,971 ($979) -12.31 %
Total Debts $828,746 ($6,104) -0.73 %
 
Net Worth $455,654 $14,504 3.29 %
Net Worth History Chart
Monthly Entry
Personal Property = estimated value of art collection/valuables. Loan for home expenses

Net Worth Report for May 2016

Assets   $ Diff % Diff
Cash $2,000 $0 0.00 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $249,000 ($1,000) -0.40 %
Home $745,000 $0 0.00 %
Other Real Estate $260,000 $10,000 4.00 %
Cars $0 $0 -
Personal Property $20,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,276,000 $9,000 0.71 %
Debts   $ Diff % Diff
Home Mortgage(s) $619,000 $0 0.00 %
Other Mortgage(s) $198,000 $0 0.00 %
Student Loans $9,900 ($40) -0.40 %
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $7,950 ($950) -10.67 %
Total Debts $834,850 ($990) -0.12 %
 
Net Worth $441,150 $9,990 2.32 %
Net Worth History Chart
Monthly Entry
Personal Property = estimated value of art collection/valuables. Loan for home expenses