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Net Worth Report for December 2017

Assets   $ Diff % Diff
Cash $46,195 $2,980 6.90 %
Stocks $32,765 ($70) -0.21 %
Bonds $62,565 $120 0.19 %
Annuities $0 $0 -
Retirement $700,750 $10,140 1.47 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $6,705 ($445) -6.22 %
Total Assets $1,053,980 $12,725 1.22 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $335 ($35) -9.46 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $335 ($35) -9.46 %
 
Net Worth $1,053,645 $12,760 1.23 %
Net Worth History Chart
Monthly Entry
Below is a table of annualized rates of return on my retirement investments, including my overall annualized returns since 2004.

            401(k)     Roth IRA    Portfolio
2013     26.2            22.8            25.4
2014      9.2             10.1             9.4
2015      1.3             -2.3              0.5
2016      7.7             11.6              8.6
2017     20.6            20.3             20.5
              9.5               8.9             9.3

Net Worth Report for November 2017

Assets   $ Diff % Diff
Cash $43,215 $2,555 6.28 %
Stocks $32,835 $1,030 3.24 %
Bonds $62,445 $125 0.20 %
Annuities $0 $0 -
Retirement $690,610 $18,215 2.71 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $7,150 $0 0.00 %
Total Assets $1,041,255 $21,925 2.15 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 ($1,000) -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $370 $155 72.09 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $370 ($845) -69.55 %
 
Net Worth $1,040,885 $22,770 2.24 %
Net Worth History Chart
Monthly Entry

Net Worth Report for October 2017

Assets   $ Diff % Diff
Cash $40,660 $2,590 6.80 %
Stocks $31,805 ($1,375) -4.14 %
Bonds $62,320 $1,135 1.86 %
Annuities $0 $0 -
Retirement $672,395 $12,090 1.83 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $7,150 $0 0.00 %
Total Assets $1,019,330 $14,440 1.44 %
Debts   $ Diff % Diff
Home Mortgage(s) $1,000 ($1,000) -50.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $215 $45 26.47 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $1,215 ($955) -44.01 %
 
Net Worth $1,018,115 $15,395 1.54 %
Net Worth History Chart
Monthly Entry