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Net Worth Report for April 2014

Assets   $ Diff % Diff
Cash $522,000 ($19,000) -3.51 %
Stocks $1,538,000 $61,000 4.13 %
Bonds $20,800 $0 0.00 %
Annuities $7,500 $0 0.00 %
Retirement $1,069,000 $10,000 0.94 %
Home $210,000 $0 0.00 %
Other Real Estate $135,000 $0 0.00 %
Cars $50,000 $0 0.00 %
Personal Property $208,000 $3,000 1.46 %
Other $150,000 $5,000 3.45 %
Total Assets $3,910,300 $60,000 1.56 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $50,000 $0 0.00 %
Total Debts $50,000 $0 0.00 %
 
Net Worth $3,860,300 $60,000 1.58 %
Net Worth History Chart
Monthly Entry
Annuities - cash on hand
Pers Prop - college funds
Other Assets - DW IRA/Cash accounts
Other Debt: House Repairs estimate
SPY 186

Net Worth Report for March 2014

Assets   $ Diff % Diff
Cash $541,000 $20,000 3.84 %
Stocks $1,477,000 $72,000 5.12 %
Bonds $20,800 $0 0.00 %
Annuities $7,500 ($12,500) -62.50 %
Retirement $1,059,000 $46,000 4.54 %
Home $210,000 $0 0.00 %
Other Real Estate $135,000 $0 0.00 %
Cars $50,000 $10,000 25.00 %
Personal Property $205,000 $8,000 4.06 %
Other $145,000 $6,000 4.32 %
Total Assets $3,850,300 $149,500 4.04 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $50,000 $0 0.00 %
Total Debts $50,000 $0 0.00 %
 
Net Worth $3,800,300 $149,500 4.09 %
Net Worth History Chart
Monthly Entry
Annuities - cash in bank
Pers Prop - kids college funds
Other Assets - DW retirement accounts
Other Debt: House Repairs estimate ;

Net Worth Report for February 2014

Assets   $ Diff % Diff
Cash $521,000 $17,000 3.37 %
Stocks $1,405,000 ($107,000) -7.08 %
Bonds $20,800 ($200) -0.95 %
Annuities $20,000 $2,000 11.11 %
Retirement $1,013,000 $20,000 2.01 %
Home $210,000 $0 0.00 %
Other Real Estate $135,000 $0 0.00 %
Cars $40,000 $0 0.00 %
Personal Property $197,000 ($6,000) -2.96 %
Other $139,000 ($4,000) -2.80 %
Total Assets $3,700,800 ($78,200) -2.07 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 ($9,000) -
Car Loans $0 $0 -
Other $50,000 $0 0.00 %
Total Debts $50,000 ($9,000) -15.25 %
 
Net Worth $3,650,800 ($69,200) -1.86 %
Net Worth History Chart
Monthly Entry
Annuities - cash in bank
Pers Prop - kids college funds
Other Assets - DW retirement accounts
Other Debt: House Repairs estimate ;
CC Debt:
SPY at: 177

Retirement increase due to annual (max out) contributions