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Net Worth Report for July 2017

Assets   $ Diff % Diff
Cash $34,910 $790 2.32 %
Stocks $32,080 $140 0.44 %
Bonds $58,915 $1,110 1.92 %
Annuities $0 $0 -
Retirement $640,300 $14,900 2.38 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $7,150 $5 0.07 %
Total Assets $978,355 $16,945 1.76 %
Debts   $ Diff % Diff
Home Mortgage(s) $4,000 ($1,000) -20.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $485 ($515) -51.50 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $4,485 ($1,515) -25.25 %
 
Net Worth $973,870 $18,460 1.93 %
Net Worth History Chart
Monthly Entry

Net Worth Report for June 2017

Assets   $ Diff % Diff
Cash $34,120 ($2,455) -6.71 %
Stocks $31,940 $1,040 3.37 %
Bonds $57,805 $1,065 1.88 %
Annuities $0 $0 -
Retirement $625,400 $7,520 1.22 %
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 $961,410 $7,170 0.75 %
Debts   $ Diff % Diff
Home Mortgage(s) $5,000 ($1,000) -16.67 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $1,000 $750 300.00 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $6,000 ($250) -4.00 %
 
Net Worth $955,410 $7,420 0.78 %
Net Worth History Chart
Monthly Entry

Net Worth Report for May 2017

Assets   $ Diff % Diff
Cash $36,575 ($5,830) -13.75 %
Stocks $30,900 ($950) -2.98 %
Bonds $56,740 $1,055 1.89 %
Annuities $0 $0 -
Retirement $617,880 $8,985 1.48 %
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 $954,240 $3,260 0.34 %
Debts   $ Diff % Diff
Home Mortgage(s) $6,000 ($1,000) -14.29 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $250 $240 2,400.00 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $6,250 ($760) -10.84 %
 
Net Worth $947,990 $4,020 0.43 %
Net Worth History Chart
Monthly Entry