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Net Worth Report for January 2016

Assets   $ Diff % Diff
Cash $20,745 ($1,800) -7.98 %
Stocks $10,995 ($715) -6.11 %
Bonds $41,265 $10 0.02 %
Annuities $0 $0 -
Retirement $464,705 ($19,545) -4.04 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $6,335 $800 14.45 %
Total Assets $749,045 ($21,250) -2.76 %
Debts   $ Diff % Diff
Home Mortgage(s) $24,000 ($1,000) -4.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $165 $35 26.92 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $24,165 ($965) -3.84 %
 
Net Worth $724,880 ($20,285) -2.72 %
Net Worth History Chart
Monthly Entry

Net Worth Report for December 2015

Assets   $ Diff % Diff
Cash $22,545 $1,665 7.97 %
Stocks $11,710 $305 2.67 %
Bonds $41,255 $40 0.10 %
Annuities $0 $0 -
Retirement $484,250 ($5,745) -1.17 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $5,535 $0 0.00 %
Total Assets $770,295 ($3,735) -0.48 %
Debts   $ Diff % Diff
Home Mortgage(s) $25,000 ($1,000) -3.85 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $130 ($40) -23.53 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $25,130 ($1,040) -3.97 %
 
Net Worth $745,165 ($2,695) -0.36 %
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
2011     -3.8              -5.3            -4.2
2012     17.0            16.2            16.8
2013     26.2            22.8            25.4
2014      9.2             10.1             9.4
2015      1.3             -2.3              0.5
              7.9               7.0             7.7

Net Worth Report for November 2015

Assets   $ Diff % Diff
Cash $20,880 $2,445 13.26 %
Stocks $11,405 $65 0.57 %
Bonds $41,215 $45 0.11 %
Annuities $0 $0 -
Retirement $489,995 $2,510 0.51 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $5,535 $5 0.09 %
Total Assets $774,030 $5,070 0.66 %
Debts   $ Diff % Diff
Home Mortgage(s) $26,000 ($1,000) -3.70 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $170 $5 3.03 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $26,170 ($995) -3.66 %
 
Net Worth $747,860 $6,065 0.82 %
Net Worth History Chart
Monthly Entry