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Net Worth Report for July 2017

Assets   $ Diff % Diff
Cash $528,000 $18,000 3.53 %
Stocks $2,861,000 $43,000 1.53 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $1,080,000 $28,000 2.66 %
Home $250,000 $22,000 9.65 %
Other Real Estate $125,000 $0 0.00 %
Cars $35,000 $0 0.00 %
Personal Property $255,000 $8,000 3.24 %
Other $171,000 $2,000 1.18 %
Total Assets $5,305,000 $121,000 2.33 %
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 $0 $0 -
Total Debts $0 $0 -
 
Net Worth $5,305,000 $121,000 2.33 %
Net Worth History Chart
Monthly Entry
New high SP500: 2285

Net Worth Report for June 2017

Assets   $ Diff % Diff
Cash $510,000 - -
Stocks $2,818,000 - -
Bonds $0 - -
Annuities $0 - -
Retirement $1,052,000 - -
Home $228,000 - -
Other Real Estate $125,000 - -
Cars $35,000 - -
Personal Property $247,000 - -
Other $169,000 - -
Total Assets $5,184,000 - -
Debts   $ Diff % Diff
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $0 - -
 
Net Worth $5,184,000 - -
Net Worth History Chart
Monthly Entry
New high SP500: 2285
Cash not shown. 95K (tax refunds)

Net Worth Report for December 2016

Assets   $ Diff % Diff
Cash $400,500 $50,000 14.27 %
Stocks $2,600,000 $24,000 0.93 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $1,038,000 $7,300 0.71 %
Home $228,000 $0 0.00 %
Other Real Estate $125,000 $0 0.00 %
Cars $35,000 $0 0.00 %
Personal Property $237,000 $7,000 3.04 %
Other $161,000 $2,000 1.26 %
Total Assets $4,824,500 $90,300 1.91 %
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 $0 $0 -
Total Debts $0 $0 -
 
Net Worth $4,824,500 $90,300 1.91 %
Net Worth History Chart
Monthly Entry
New high SP500: 2285