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Net Worth Report for November 2016

Assets   $ Diff % Diff
Cash $162,000 ($3,000) -1.82 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $250,300 $13,300 5.61 %
Home $0 $0 -
Other Real Estate $290,000 $0 0.00 %
Cars $0 $0 -
Personal Property $20,000 $0 0.00 %
Other $0 $0 -
Total Assets $722,300 $10,300 1.45 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $191,000 ($1,000) -0.52 %
Student Loans $9,200 ($100) -1.08 %
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $2,500 ($300) -10.71 %
Total Debts $202,700 ($1,400) -0.69 %
 
Net Worth $519,600 $11,700 2.30 %
Net Worth History Chart
Monthly Entry
Personal Property = estimated value of art collection/valuables. Loan for home expenses

Net Worth Report for October 2016

Assets   $ Diff % Diff
Cash $165,000 $163,000 8,150.00 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $237,000 $1,300 0.55 %
Home $0 ($810,000) -
Other Real Estate $290,000 $0 0.00 %
Cars $0 $0 -
Personal Property $20,000 $0 0.00 %
Other $0 $0 -
Total Assets $712,000 ($645,700) -47.56 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 ($610,000) -
Other Mortgage(s) $192,000 $0 0.00 %
Student Loans $9,300 ($100) -1.06 %
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $2,800 ($270) -8.79 %
Total Debts $204,100 ($610,370) -74.94 %
 
Net Worth $507,900 ($35,330) -6.50 %
Net Worth History Chart
Monthly Entry
Personal Property = estimated value of art collection/valuables. Loan for home expenses

10/2016: sold primary residence

Net Worth Report for September 2016

Assets   $ Diff % Diff
Cash $2,000 $0 0.00 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $235,700 ($26,500) -10.11 %
Home $810,000 $0 0.00 %
Other Real Estate $290,000 $0 0.00 %
Cars $0 $0 -
Personal Property $20,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,357,700 ($26,500) -1.91 %
Debts   $ Diff % Diff
Home Mortgage(s) $610,000 ($900) -0.15 %
Other Mortgage(s) $192,000 $0 0.00 %
Student Loans $9,400 ($100) -1.05 %
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $3,070 ($3,180) -50.88 %
Total Debts $814,470 ($4,180) -0.51 %
 
Net Worth $543,230 ($22,320) -3.95 %
Net Worth History Chart
Monthly Entry
Personal Property = estimated value of art collection/valuables. Loan for home expenses

9/2016: Borrowed from 401(k) for moving/selling costs - primary residence listed for sale.