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Net Worth Report for July 2017

Assets   $ Diff % Diff
Cash $1,647 ($2,014) -55.01 %
Stocks $36,336 ($263) -0.72 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $274,765 $5,863 2.18 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $11,079 $0 0.00 %
Personal Property $0 $0 -
Other $83 $82 8,200.00 %
Total Assets $323,910 $3,668 1.15 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $1,426 $461 47.77 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $1,426 $461 47.77 %
 
Net Worth $322,484 $3,207 1.00 %
Net Worth History Chart
Monthly Entry
PREVIOUS REINVESTMENTS: PFF ISHARES TR U.S. PFD STK ETF
3/1/2017 - bought 18 shares at $38.356 per share through Fidelity Investments

WFC/PRP WELLS FARGO B 5.25% PFD
3/13/2017 - bought 20 shares at $23.9748 per share through Charles Schwab
3/2/2017 - bought 11 shares at $24.49 per share through Charles Schwab
2/24/2017 - bought 10 shares at $24.5754 per share through Charles Schwab
2/13/2017 - bought 5 shares at $24.5355 per share through Charles Schwab
2/6/2017 - bought 15 shares at $24.1758 per share through Charles Schwab
12/28/2016 - bought 143 shares at $23.29 per share through Charles Schwab
12/22/2016 - bought 438 shares at $23.454 per share through Charles Schwab
12/01/2016 - bought 15 shares at $23.392 per share through Charles Schwab
11/14/2016 - bought 17 shares at $24.054 per share through Charles Schwab
11/14/2016 - bought 30 shares at $23.204 per share through Charles Schwab
11/09/2016 - bought 690 shares at $24.985 per share through Charles Schwab

TV price on Amazon reduced to $1497.99 on 11/20/2016, Amazon refunded $146.65 to American Express card. TV will be paid off in 12 months as 0% financing given with AMEX card for 12 months and $100 cash back offer for opening card. Samsung TV model purchased is a Samsung UN65KS8000 65-Inch 4K Ultra HD Smart LED TV (2016 Model). TV to be paid off by 11/2017. Increase my Vanguard portfolio, as usual with new yearly contribution amount of $5,500. Still using mint.com to manage overview of all my accounts. Still a pretty good site!

Net Worth Report for June 2017

Assets   $ Diff % Diff
Cash $3,661 $1,622 79.55 %
Stocks $36,599 $329 0.91 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $268,902 $3,805 1.44 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $11,079 ($121) -1.08 %
Personal Property $0 $0 -
Other $1 ($1,617) -99.94 %
Total Assets $320,242 $4,018 1.27 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $965 ($1,555) -61.71 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $965 ($1,555) -61.71 %
 
Net Worth $319,277 $5,573 1.78 %
Net Worth History Chart
Monthly Entry
PREVIOUS REINVESTMENTS: PFF ISHARES TR U.S. PFD STK ETF
3/1/2017 - bought 18 shares at $38.356 per share through Fidelity Investments

WFC/PRP WELLS FARGO B 5.25% PFD
3/13/2017 - bought 20 shares at $23.9748 per share through Charles Schwab
3/2/2017 - bought 11 shares at $24.49 per share through Charles Schwab
2/24/2017 - bought 10 shares at $24.5754 per share through Charles Schwab
2/13/2017 - bought 5 shares at $24.5355 per share through Charles Schwab
2/6/2017 - bought 15 shares at $24.1758 per share through Charles Schwab
12/28/2016 - bought 143 shares at $23.29 per share through Charles Schwab
12/22/2016 - bought 438 shares at $23.454 per share through Charles Schwab
12/01/2016 - bought 15 shares at $23.392 per share through Charles Schwab
11/14/2016 - bought 17 shares at $24.054 per share through Charles Schwab
11/14/2016 - bought 30 shares at $23.204 per share through Charles Schwab
11/09/2016 - bought 690 shares at $24.985 per share through Charles Schwab

TV price on Amazon reduced to $1497.99 on 11/20/2016, Amazon refunded $146.65 to American Express card. TV will be paid off in 12 months as 0% financing given with AMEX card for 12 months and $100 cash back offer for opening card. Samsung TV model purchased is a Samsung UN65KS8000 65-Inch 4K Ultra HD Smart LED TV (2016 Model). TV to be paid off by 11/2017. Increase my Vanguard portfolio, as usual with new yearly contribution amount of $5,500. Still using mint.com to manage overview of all my accounts. Still a pretty good site!

Net Worth Report for May 2017

Assets   $ Diff % Diff
Cash $2,039 ($1,855) -47.64 %
Stocks $36,270 $256 0.71 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $265,097 $5,849 2.26 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $11,200 ($149) -1.31 %
Personal Property $0 $0 -
Other $1,618 $165 11.36 %
Total Assets $316,224 $4,266 1.37 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $2,520 $767 43.75 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $2,520 $767 43.75 %
 
Net Worth $313,704 $3,499 1.13 %
Net Worth History Chart
Monthly Entry
PREVIOUS REINVESTMENTS: PFF ISHARES TR U.S. PFD STK ETF
3/1/2017 - bought 18 shares at $38.356 per share through Fidelity Investments

WFC/PRP WELLS FARGO B 5.25% PFD
3/13/2017 - bought 20 shares at $23.9748 per share through Charles Schwab
3/2/2017 - bought 11 shares at $24.49 per share through Charles Schwab
2/24/2017 - bought 10 shares at $24.5754 per share through Charles Schwab
2/13/2017 - bought 5 shares at $24.5355 per share through Charles Schwab
2/6/2017 - bought 15 shares at $24.1758 per share through Charles Schwab
12/28/2016 - bought 143 shares at $23.29 per share through Charles Schwab
12/22/2016 - bought 438 shares at $23.454 per share through Charles Schwab
12/01/2016 - bought 15 shares at $23.392 per share through Charles Schwab
11/14/2016 - bought 17 shares at $24.054 per share through Charles Schwab
11/14/2016 - bought 30 shares at $23.204 per share through Charles Schwab
11/09/2016 - bought 690 shares at $24.985 per share through Charles Schwab

TV price on Amazon reduced to $1497.99 on 11/20/2016, Amazon refunded $146.65 to American Express card. TV will be paid off in 12 months as 0% financing given with AMEX card for 12 months and $100 cash back offer for opening card. Samsung TV model purchased is a Samsung UN65KS8000 65-Inch 4K Ultra HD Smart LED TV (2016 Model). TV to be paid off by 11/2017. Increase my Vanguard portfolio, as usual with new yearly contribution amount of $5,500. Still using mint.com to manage overview of all my accounts. Still a pretty good site!