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Net Worth Report for June 2017

Assets   $ Diff % Diff
Cash $27,141 ($3,849) -12.42 %
Stocks $138,605 $14,683 11.85 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $165,224 $2,510 1.54 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $330,970 $13,344 4.20 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $330,970 $13,344 4.20 %
Net Worth History Chart
Monthly Entry

Net Worth Report for May 2017

Assets   $ Diff % Diff
Cash $30,990 ($2,600) -7.74 %
Stocks $123,922 $8,816 7.66 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $162,714 $4,321 2.73 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $317,626 $10,537 3.43 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $317,626 $10,537 3.43 %
Net Worth History Chart
Monthly Entry
Done with retirement accounts for the year.

Net Worth Report for April 2017

Assets   $ Diff % Diff
Cash $33,590 ($2,543) -7.04 %
Stocks $115,106 $4,773 4.33 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $158,393 $10,774 7.30 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $307,089 $13,004 4.42 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $307,089 $13,004 4.42 %
Net Worth History Chart
Monthly Entry
Holding a large position in cash that came from a sign-on bonus, which I'm DCA'ing into the market.

In the process of funding 401k for the year.