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Net Worth Report for June 2018

Assets   $ Diff % Diff
Cash $0 $0 -
Stocks $223,096 $16,653 8.07 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $968,866 $18,118 1.91 %
Home $817,755 ($11,401) -1.38 %
Other Real Estate $337,500 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $2,347,217 $23,370 1.01 %
Debts   $ Diff % Diff
Home Mortgage(s) $47,343 ($221) -0.46 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $47,343 ($221) -0.46 %
 
Net Worth $2,299,874 $23,591 1.04 %
Net Worth History Chart
Monthly Entry
I sold off my direct share investments and used the proceeds to pay off most of my margin loans, leaving just my investments in managed funds in my margin loan accounts. There should be less volatility in my 'stocks' monthly figure going forward.

Net Worth Report for May 2018

Assets   $ Diff % Diff
Cash $0 $0 -
Stocks $206,443 ($22,743) -9.92 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $950,748 $6,849 0.73 %
Home $829,156 ($1,295) -0.16 %
Other Real Estate $337,500 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $2,323,847 ($17,189) -0.73 %
Debts   $ Diff % Diff
Home Mortgage(s) $47,564 ($224) -0.47 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $47,564 ($224) -0.47 %
 
Net Worth $2,276,283 ($16,965) -0.74 %
Net Worth History Chart
Monthly Entry

Net Worth Report for April 2018

Assets   $ Diff % Diff
Cash $0 $0 -
Stocks $229,186 $22,305 10.78 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $943,899 $24,457 2.66 %
Home $830,451 ($9,069) -1.08 %
Other Real Estate $337,500 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $2,341,036 $37,693 1.64 %
Debts   $ Diff % Diff
Home Mortgage(s) $47,788 ($219) -0.46 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $47,788 ($219) -0.46 %
 
Net Worth $2,293,248 $37,912 1.68 %
Net Worth History Chart
Monthly Entry