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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

Net Worth Report for September 2017

Assets   $ Diff % Diff
Cash $38,070 ($90) -0.24 %
Stocks $33,180 $1,625 5.15 %
Bonds $61,185 $1,130 1.88 %
Annuities $0 $0 -
Retirement $660,305 $16,430 2.55 %
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 $1,004,890 $19,095 1.94 %
Debts   $ Diff % Diff
Home Mortgage(s) $2,000 ($1,000) -33.33 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $170 $15 9.68 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $2,170 ($985) -31.22 %
 
Net Worth $1,002,720 $20,080 2.04 %
Net Worth History Chart
Monthly Entry

Net Worth Report for August 2017

Assets   $ Diff % Diff
Cash $38,160 $3,250 9.31 %
Stocks $31,555 ($525) -1.64 %
Bonds $60,055 $1,140 1.93 %
Annuities $0 $0 -
Retirement $643,875 $3,575 0.56 %
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 $985,795 $7,440 0.76 %
Debts   $ Diff % Diff
Home Mortgage(s) $3,000 ($1,000) -25.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $155 ($330) -68.04 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $3,155 ($1,330) -29.65 %
 
Net Worth $982,640 $8,770 0.90 %
Net Worth History Chart
Monthly Entry