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Net Worth Report for January 2017

Assets   $ Diff % Diff
Cash $1,450,000 - -
Stocks $2,700,000 - -
Bonds $1,150,000 - -
Annuities $0 - -
Retirement $1,450,000 - -
Home $550,000 - -
Other Real Estate $0 - -
Cars $30,000 - -
Personal Property $15,000 - -
Other $0 - -
Total Assets $7,345,000 - -
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 $7,345,000 - -
Net Worth History Chart
Monthly Entry
Note that my retirement portfolio is ~60% invested in stock mutual, index, and ETF funds.

Net Worth Report for April 2013

Assets   $ Diff % Diff
Cash $1,750,000 - -
Stocks $1,710,000 - -
Bonds $900,000 - -
Annuities $0 - -
Retirement $1,015,000 - -
Home $450,000 - -
Other Real Estate $190,000 - -
Cars $30,000 - -
Personal Property $15,000 - -
Other $0 - -
Total Assets $6,060,000 - -
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 $6,060,000 - -
Net Worth History Chart
Monthly Entry
As of 2011, I am a semi-retired petroleum geologist and consulting part-time.

I sold IPO stock from mid 2010 until early 2012 and substantially increased my net worth.

Note that my retirement portfolio is ~65% invested in stock mutual, index, and ETF funds.

Net Worth Report for January 2010

Assets   $ Diff % Diff
Cash $404,000 - -
Stocks $720,000 - -
Bonds $598,000 - -
Annuities $0 - -
Retirement $708,000 - -
Home $215,000 - -
Other Real Estate $0 - -
Cars $27,000 - -
Personal Property $15,000 - -
Other $0 - -
Total Assets $2,687,000 - -
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 $2,687,000 - -
Net Worth History Chart
Monthly Entry