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Net Worth Report for January 2017

Assets   $ Diff % Diff
Cash $9,200 $2,600 39.39 %
Stocks $164,800 $2,800 1.73 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $688,000 $13,000 1.93 %
Home $530,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $40,000 ($500) -1.23 %
Personal Property $0 $0 -
Other $96,000 $500 0.52 %
Total Assets $1,528,000 $18,400 1.22 %
Debts   $ Diff % Diff
Home Mortgage(s) $290,000 ($1,000) -0.34 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $9,000 $4,000 80.00 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $299,000 $3,000 1.01 %
 
Net Worth $1,229,000 $15,400 1.27 %
Net Worth History Chart
Monthly Entry

Net Worth Report for December 2016

Assets   $ Diff % Diff
Cash $6,600 - -
Stocks $162,000 - -
Bonds $0 - -
Annuities $0 - -
Retirement $675,000 - -
Home $530,000 - -
Other Real Estate $0 - -
Cars $40,500 - -
Personal Property $0 - -
Other $95,500 - -
Total Assets $1,509,600 - -
Debts   $ Diff % Diff
Home Mortgage(s) $291,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $5,000 - -
Car Loans $0 - -
Other $0 - -
Total Debts $296,000 - -
 
Net Worth $1,213,600 - -
Net Worth History Chart
Monthly Entry
Investment Performance was not what I had hoped for in 2016, need to be more active in 2017 and get to my goal of 7-8% returns in all my investment accounts.

Net Worth Report for September 2016

Assets   $ Diff % Diff
Cash $4,400 ($600) -12.00 %
Stocks $147,700 $700 0.48 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $646,000 $11,000 1.73 %
Home $530,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $41,300 ($1,700) -3.95 %
Personal Property $0 $0 -
Other $110,500 $500 0.45 %
Total Assets $1,479,900 $9,900 0.67 %
Debts   $ Diff % Diff
Home Mortgage(s) $296,000 ($1,000) -0.34 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $296,000 ($1,000) -0.34 %
 
Net Worth $1,183,900 $10,900 0.93 %
Net Worth History Chart
Monthly Entry
Maybe I cheated a bit by including some 529 Funds as "Other Assets" -- those are expected to decline to zero over the next 5-6 years.