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Target2017's
Net Worth for February 2015
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Assets
Value
Change ($)
Change (%)
Cash
$439,900
($47,461)
(9.74%)
Stocks
$534,200
$17,892
3.47%
Bonds
$275,000
$17,000
6.59%
Retirement
$561,000
$14,193
2.60%
Home
$1,517,000
$17,000
1.13%
Cars
$72,000
-
-
Personal Property
$10,000
-
-
Other Assets
$20,130
$72
0.36%
Total Assets
$3,429,230
$18,696
0.55%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$756,000
($614)
(0.08%)
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$14,800
$8,800
146.67%
Car Loans
$0
-
-
Other Debts
$24,000
$24,000
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Total Debts
$794,800
$32,186
4.22%
Net Worth
$2,634,430
($13,490)
(0.51%)
*
All values shown in USD ($)
Notes:
added VOO and HYD; Set up automatic investment for these two. Also paid the vacation on the credit card (credit card are paid off each month) Added a special tax debt of 24K for IRS payment.
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