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Net Worth Report for March 2017

Assets   $ Diff % Diff
Cash $0 $0 -
Stocks $220,487 $15,710 7.67 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $832,018 $19,744 2.43 %
Home $795,471 $18,137 2.33 %
Other Real Estate $336,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $2,183,976 $53,591 2.52 %
Debts   $ Diff % Diff
Home Mortgage(s) $46,500 ($3,000) -6.06 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $46,500 ($3,000) -6.06 %
 
Net Worth $2,137,476 $56,591 2.72 %
Net Worth History Chart
Monthly Entry

Net Worth Report for February 2017

Assets   $ Diff % Diff
Cash $0 $0 -
Stocks $204,777 $23,125 12.73 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $812,274 $15,366 1.93 %
Home $777,334 $4,405 0.57 %
Other Real Estate $336,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $2,130,385 $42,896 2.05 %
Debts   $ Diff % Diff
Home Mortgage(s) $49,500 ($263) -0.53 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $49,500 ($263) -0.53 %
 
Net Worth $2,080,885 $43,159 2.12 %
Net Worth History Chart
Monthly Entry

Net Worth Report for January 2017

Assets   $ Diff % Diff
Cash $0 $0 -
Stocks $181,652 ($2,434) -1.32 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $796,908 ($9,213) -1.14 %
Home $772,929 $8,810 1.15 %
Other Real Estate $336,000 $0 0.00 %
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $2,087,489 ($2,837) -0.14 %
Debts   $ Diff % Diff
Home Mortgage(s) $49,763 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $49,763 $0 0.00 %
 
Net Worth $2,037,726 ($2,837) -0.14 %
Net Worth History Chart
Monthly Entry