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Net Worth Report for July 2015

Assets   $ Diff % Diff
Cash $22,290 $483 2.21 %
Stocks $12,103 $102 0.85 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $197,266 $2,294 1.18 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $14,083 $0 0.00 %
Personal Property $0 $0 -
Other $3,453 $146 4.41 %
Total Assets $249,195 $3,025 1.23 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $675 ($231) -25.50 %
Car Loans $848 ($259) -23.40 %
Other $0 $0 -
Total Debts $1,523 ($490) -24.34 %
 
Net Worth $247,672 $3,515 1.44 %
Net Worth History Chart
Monthly Entry
I traded in my Black 2004 Honda Civic EX on 05/9/2015 and purchaseed a Blue 2015 Honda Fit EX. I have used the majority of my savings allocated for a car purchase and was about $1226 short in liquid funds. The total car purchase was $17245 (this includes taxes, registration, and dealer documentation fees). 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 2015

Assets   $ Diff % Diff
Cash $21,807 ($5,800) -21.01 %
Stocks $12,001 $0 0.00 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $194,972 ($2,067) -1.05 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $14,083 ($1,144) -7.51 %
Personal Property $0 $0 -
Other $3,307 $121 3.80 %
Total Assets $246,170 ($8,890) -3.49 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $906 $506 126.50 %
Car Loans $1,107 ($6,393) -85.24 %
Other $0 $0 -
Total Debts $2,013 ($5,887) -74.52 %
 
Net Worth $244,157 ($3,003) -1.22 %
Net Worth History Chart
Monthly Entry
I traded in my Black 2004 Honda Civic EX on 05/9/2015 and purchaseed a Blue 2015 Honda Fit EX. I have used the majority of my savings allocated for a car purchase and was about $1226 short in liquid funds. The total car purchase was $17245 (this includes taxes, registration, and dealer documentation fees). 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 2015

Assets   $ Diff % Diff
Cash $27,607 ($16,456) -37.35 %
Stocks $12,001 $6,046 101.53 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $197,039 $2,613 1.34 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $15,227 $13,046 598.17 %
Personal Property $0 $0 -
Other $3,186 $163 5.39 %
Total Assets $255,060 $5,412 2.17 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $400 $89 28.62 %
Car Loans $7,500 $7,500 -
Other $0 $0 -
Total Debts $7,900 $7,589 2,440.19 %
 
Net Worth $247,160 ($2,177) -0.87 %
Net Worth History Chart
Monthly Entry
I traded in my Black 2004 Honda Civic EX on 05/9/2015 and purchaseed a Blue 2015 Honda Fit EX. I have used the majority of my savings allocated for a car purchase and was about $1226 short in liquid funds. The total car purchase was $17245 (this includes taxes, registration, and dealer documentation fees). 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!