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Net Worth Report for March 2014

Assets   $ Diff % Diff
Cash $14,060 $4,110 41.31 %
Stocks $0 $0 -
Bonds $30,420 $8,020 35.80 %
Annuities $0 $0 -
Retirement $401,840 $4,050 1.02 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $4,720 $0 0.00 %
Total Assets $656,040 $16,180 2.53 %
Debts   $ Diff % Diff
Home Mortgage(s) $51,970 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $615 $615 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $52,585 $615 1.18 %
 
Net Worth $603,455 $15,565 2.65 %
Net Worth History Chart
Monthly Entry

Net Worth Report for February 2014

Assets   $ Diff % Diff
Cash $9,950 ($720) -6.75 %
Stocks $0 $0 -
Bonds $22,400 $1,020 4.77 %
Annuities $0 $0 -
Retirement $397,790 $21,420 5.69 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $4,720 $0 0.00 %
Total Assets $639,860 $21,720 3.51 %
Debts   $ Diff % Diff
Home Mortgage(s) $51,970 ($1,540) -2.88 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 ($260) -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $51,970 ($1,800) -3.35 %
 
Net Worth $587,890 $23,520 4.17 %
Net Worth History Chart
Monthly Entry

Net Worth Report for January 2014

Assets   $ Diff % Diff
Cash $10,670 ($1,030) -8.80 %
Stocks $0 $0 -
Bonds $21,380 $1,025 5.04 %
Annuities $0 $0 -
Retirement $376,370 ($8,460) -2.20 %
Home $205,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $4,720 $800 20.41 %
Total Assets $618,140 ($7,665) -1.22 %
Debts   $ Diff % Diff
Home Mortgage(s) $53,510 ($990) -1.82 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $260 $40 18.18 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $53,770 ($950) -1.74 %
 
Net Worth $564,370 ($6,715) -1.18 %
Net Worth History Chart
Monthly Entry