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Net Worth Report for September 2016

Assets   $ Diff % Diff
Cash $33,184 $16,183 95.19 %
Stocks $10,182 ($14,917) -59.43 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $227,434 $2,962 1.32 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $12,736 ($22) -0.17 %
Personal Property $0 $0 -
Other $775 $164 26.84 %
Total Assets $284,311 $4,370 1.56 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $382 ($586) -60.54 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $382 ($586) -60.54 %
 
Net Worth $283,929 $4,956 1.78 %
Net Worth History Chart
Monthly Entry
Stocks decreased by $14,917.00 due to selling off all my shares of WFC/PRP WELLS FARGO B 5.25% PFD and transferring proceeds to Charles Schwab savings account, funds will be reinvested into the same fund when shares drop below $25.00 per share. Made about a $900 realized gain! Will reinvest when the shares drop below $25.00 per share. 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 August 2016

Assets   $ Diff % Diff
Cash $17,001 $1,208 7.65 %
Stocks $25,099 $29 0.12 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $224,472 $2,041 0.92 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $12,758 ($477) -3.60 %
Personal Property $0 $0 -
Other $611 $165 37.00 %
Total Assets $279,941 $2,966 1.07 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $968 $340 54.14 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $968 $340 54.14 %
 
Net Worth $278,973 $2,626 0.95 %
Net Worth History Chart
Monthly Entry
Sold off all my shares of WFC/PRP WELLS FARGO B 5.25% PFD and made about a $900 realized gain! Will reinvest when the shares drop below $25.00 per share. 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 July 2016

Assets   $ Diff % Diff
Cash $15,793 $424 2.76 %
Stocks $25,070 $434 1.76 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $222,431 $10,056 4.74 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $13,235 ($352) -2.59 %
Personal Property $0 $0 -
Other $446 $161 56.49 %
Total Assets $276,975 $10,723 4.03 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $628 ($56) -8.19 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $628 ($56) -8.19 %
 
Net Worth $276,347 $10,779 4.06 %
Net Worth History Chart
Monthly Entry
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!