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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.

Net Worth Report for March 2017

Assets   $ Diff % Diff
Cash $36,133 ($2,272) -5.92 %
Stocks $110,333 $5,828 5.58 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $147,619 $8,740 6.29 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $294,085 $12,296 4.36 %
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 $294,085 $12,296 4.36 %
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.

Net Worth Report for February 2017

Assets   $ Diff % Diff
Cash $38,405 $21 0.05 %
Stocks $104,505 $2,500 2.45 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $138,879 $13,130 10.44 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $281,789 $15,651 5.88 %
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 $281,789 $15,651 5.88 %
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.