Target2017's Net Worth for May 2015


Assets Value Change ($) Change (%)
Cash $349,250 ($6,445) (1.81%)
Stocks $597,707 $38,096 6.81%
Bonds $302,644 ($4,356) (1.42%)
Annuities $0 - -
Retirement $589,917 $3,660 0.62%
Home $1,567,000 $25,000 1.62%
Other Real Estate $0 - -
Cars $72,000 - -
Personal Property $10,000 - -
Other $30,810 $310 1.02%
$3,519,328 $56,265 1.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $752,428 ($1,172) (0.16%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $8,500 $1,500 21.43%
Car Loans $0 - -
Other $0 - -
Total Debts $760,928 $328 0.04%
Net Worth $2,758,400 $55,937 2.07%
*All values shown in USD ($)
Notes:
Other Assets is Lending Club Although the net worth has gone up, part of it is due to the increase in the value of the home. Subtracting off the value of the home, the liquid net worth is only about 1.2M. The goal is to get to about 2.4M beyond the home value.

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