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Net Worth Report for October 2016

Assets   $ Diff % Diff
Cash $28,215 $1,205 4.46 %
Stocks $20,600 ($1,790) -7.99 %
Bonds $50,515 $1,055 2.13 %
Annuities $0 $0 -
Retirement $532,855 ($10,470) -1.93 %
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 $843,525 ($10,000) -1.17 %
Debts   $ Diff % Diff
Home Mortgage(s) $14,000 ($1,000) -6.67 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $290 $160 123.08 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $14,290 ($840) -5.55 %
 
Net Worth $829,235 ($9,160) -1.09 %
Net Worth History Chart
Monthly Entry

Net Worth Report for September 2016

Assets   $ Diff % Diff
Cash $27,010 $1,375 5.36 %
Stocks $22,390 $695 3.20 %
Bonds $49,460 $1,065 2.20 %
Annuities $0 $0 -
Retirement $543,325 $5,430 1.01 %
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 $853,525 $8,565 1.01 %
Debts   $ Diff % Diff
Home Mortgage(s) $15,000 ($1,000) -6.25 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $130 ($45) -25.71 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $15,130 ($1,045) -6.46 %
 
Net Worth $838,395 $9,610 1.16 %
Net Worth History Chart
Monthly Entry

Net Worth Report for August 2016

Assets   $ Diff % Diff
Cash $25,635 $515 2.05 %
Stocks $21,695 ($1,430) -6.18 %
Bonds $48,395 $1,055 2.23 %
Annuities $0 $0 -
Retirement $537,895 $1,385 0.26 %
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 $844,960 $1,525 0.18 %
Debts   $ Diff % Diff
Home Mortgage(s) $16,000 ($1,000) -5.88 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $175 ($110) -38.60 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $16,175 ($1,110) -6.42 %
 
Net Worth $828,785 $2,635 0.32 %
Net Worth History Chart
Monthly Entry