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Net Worth Report for March 2017

Assets   $ Diff % Diff
Cash $42,190 $12,020 39.84 %
Stocks $32,630 $495 1.54 %
Bonds $54,660 $1,020 1.90 %
Annuities $0 $0 -
Retirement $600,915 $6,000 1.01 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $7,145 $0 0.00 %
Total Assets $942,540 $19,535 2.12 %
Debts   $ Diff % Diff
Home Mortgage(s) $9,000 ($1,000) -10.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $300 $230 328.57 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $9,300 ($770) -7.65 %
 
Net Worth $933,240 $20,305 2.22 %
Net Worth History Chart
Monthly Entry

Net Worth Report for February 2017

Assets   $ Diff % Diff
Cash $30,170 ($410) -1.34 %
Stocks $32,135 $10,145 46.13 %
Bonds $53,640 $1,010 1.92 %
Annuities $0 $0 -
Retirement $594,915 $21,390 3.73 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $7,145 $0 0.00 %
Total Assets $923,005 $32,135 3.61 %
Debts   $ Diff % Diff
Home Mortgage(s) $10,000 ($1,000) -9.09 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $70 ($220) -75.86 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $10,070 ($1,220) -10.81 %
 
Net Worth $912,935 $33,355 3.79 %
Net Worth History Chart
Monthly Entry

Net Worth Report for January 2017

Assets   $ Diff % Diff
Cash $30,580 ($540) -1.74 %
Stocks $21,990 $1,470 7.16 %
Bonds $52,630 $1,020 1.98 %
Annuities $0 $0 -
Retirement $573,525 $15,320 2.74 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $7,145 $805 12.70 %
Total Assets $890,870 $18,075 2.07 %
Debts   $ Diff % Diff
Home Mortgage(s) $11,000 ($1,000) -8.33 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $290 ($70) -19.44 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $11,290 ($1,070) -8.66 %
 
Net Worth $879,580 $19,145 2.23 %
Net Worth History Chart
Monthly Entry