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Net Worth Report for December 2015

Assets   $ Diff % Diff
Cash $72,892 - -
Stocks $308,864 - -
Bonds $15,337 - -
Annuities $0 - -
Retirement $645,560 - -
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
Total Assets $1,042,653 - -
Debts   $ Diff % Diff
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $2,413 - -
Car Loans $0 - -
Other $0 - -
Total Debts $2,413 - -
 
Net Worth $1,040,240 - -
Net Worth History Chart
Monthly Entry
I no longer own a home, so no home equity, no mortgage.
Credit card balance is paid in full each month.

Net Worth Report for June 2014

Assets   $ Diff % Diff
Cash $187,574 - -
Stocks $207,118 - -
Bonds $15,337 - -
Annuities $0 - -
Retirement $601,156 - -
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
Total Assets $1,011,185 - -
Debts   $ Diff % Diff
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $2,309 - -
Car Loans $0 - -
Other $0 - -
Total Debts $2,309 - -
 
Net Worth $1,008,876 - -
Net Worth History Chart
Monthly Entry
I no longer own a home, so no home equity, no mortgage.
Credit card balance is paid in full each month.

Net Worth Report for November 2013

Assets   $ Diff % Diff
Cash $76,815 - -
Stocks $119,775 - -
Bonds $15,337 - -
Annuities $0 - -
Retirement $519,317 - -
Home $132,284 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
Total Assets $863,528 - -
Debts   $ Diff % Diff
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $2,245 - -
Car Loans $0 - -
Other $0 - -
Total Debts $2,245 - -
 
Net Worth $861,283 - -
Net Worth History Chart
Monthly Entry
"Home" is home equity included in net worth-- I am not reporting full home value and mortgage balance. I adjusted my home value lower by $10k in Sept. 09 to account for market conditions, based on sales of comparable apartments in my area. I lowered the value of my home by $10k again in June 2010. I raised the value of my home by $30k in summer 2013 based on current market conditions.
Credit card balance is paid in full each month.