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Net Worth Report for March 2015

Assets   $ Diff % Diff
Cash $11,610 ($1,825) -13.58 %
Stocks $10,100 $345 3.54 %
Bonds $40,820 $8,045 24.55 %
Annuities $0 $0 -
Retirement $470,260 ($1,210) -0.26 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $5,525 $0 0.00 %
Total Assets $743,315 $5,355 0.73 %
Debts   $ Diff % Diff
Home Mortgage(s) $34,000 ($2,000) -5.56 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $440 $300 214.29 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $34,440 ($1,700) -4.70 %
 
Net Worth $708,875 $7,055 1.01 %
Net Worth History Chart
Monthly Entry

Net Worth Report for February 2015

Assets   $ Diff % Diff
Cash $13,435 $1,590 13.42 %
Stocks $9,755 $9,755 -
Bonds $32,775 $1,050 3.31 %
Annuities $0 $0 -
Retirement $471,470 $23,270 5.19 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $5,525 $0 0.00 %
Total Assets $737,960 $35,665 5.08 %
Debts   $ Diff % Diff
Home Mortgage(s) $36,000 ($1,000) -2.70 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $140 $65 86.67 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $36,140 ($935) -2.52 %
 
Net Worth $701,820 $36,600 5.50 %
Net Worth History Chart
Monthly Entry

Net Worth Report for January 2015

Assets   $ Diff % Diff
Cash $11,845 ($305) -2.51 %
Stocks $0 $0 -
Bonds $31,725 $1,045 3.41 %
Annuities $0 $0 -
Retirement $448,200 ($3,320) -0.74 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $5,525 $800 16.93 %
Total Assets $702,295 ($1,780) -0.25 %
Debts   $ Diff % Diff
Home Mortgage(s) $37,000 ($1,500) -3.90 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $75 ($85) -53.13 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $37,075 ($1,585) -4.10 %
 
Net Worth $665,220 ($195) -0.03 %
Net Worth History Chart
Monthly Entry