Retirehappy's Net Worth for July 2018


Assets Value Change ($) Change (%)
Cash $65,544 $15,391 30.69%
Stocks $419,359 $23,813 6.02%
Bonds $35,710 $1,537 4.50%
Annuities $0 - -
Retirement $751,910 $21,368 2.92%
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $30,452 $593 1.99%
Other $179,333 $2,402 1.36%
$1,482,308 $65,104 4.59%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $0 - -
Net Worth $1,482,308 $65,104 4.59%
*All values shown in USD ($)
Notes:

Comments

7/31/2018 6:20:15 PM Retirehappy
These categories need to be updated for the modern saver! Cash is cash, stocks are index funds (mixed stock and bonds), Bonds are HSA, Retirement is retirement (Roth 401K, 403B, Roth IRAs and 401A), Personal Property is 529 for 7 month old, Other is 529 for 7 year old.