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Net Worth Report for July 2016

Assets   $ Diff % Diff
Cash $25,120 ($12,735) -33.64 %
Stocks $23,125 $1,155 5.26 %
Bonds $47,340 $1,045 2.26 %
Annuities $0 $0 -
Retirement $536,510 $22,665 4.41 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $6,340 $0 0.00 %
Total Assets $843,435 $12,130 1.46 %
Debts   $ Diff % Diff
Home Mortgage(s) $17,000 ($1,000) -5.56 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $285 ($95) -25.00 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $17,285 ($1,095) -5.96 %
 
Net Worth $826,150 $13,225 1.63 %
Net Worth History Chart
Monthly Entry

Net Worth Report for June 2016

Assets   $ Diff % Diff
Cash $37,855 $2,965 8.50 %
Stocks $21,970 $1,035 4.94 %
Bonds $46,295 $1,020 2.25 %
Annuities $0 $0 -
Retirement $513,845 $4,050 0.79 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $6,340 $5 0.08 %
Total Assets $831,305 $9,075 1.10 %
Debts   $ Diff % Diff
Home Mortgage(s) $18,000 ($1,000) -5.26 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $380 $230 153.33 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $18,380 ($770) -4.02 %
 
Net Worth $812,925 $9,845 1.23 %
Net Worth History Chart
Monthly Entry

Net Worth Report for May 2016

Assets   $ Diff % Diff
Cash $34,890 $820 2.41 %
Stocks $20,935 ($135) -0.64 %
Bonds $45,275 $1,005 2.27 %
Annuities $0 $0 -
Retirement $509,795 $6,770 1.35 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $6,335 $0 0.00 %
Total Assets $822,230 $8,460 1.04 %
Debts   $ Diff % Diff
Home Mortgage(s) $19,000 ($1,000) -5.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $150 $30 25.00 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $19,150 ($970) -4.82 %
 
Net Worth $803,080 $9,430 1.19 %
Net Worth History Chart
Monthly Entry