Target2017's Net Worth for May 2017


Assets Value Change ($) Change (%)
Cash $209,612 ($151,388) (41.94%)
Stocks $924,009 ($661,991) (41.74%)
Bonds $333,647 $133,647 66.82%
Retirement $732,113 $732,113 -
Home $1,480,000 - -
Cars $40,000 ($10,000) (20.00%)
Other Assets $30,000 - -
$3,749,381 $42,381 1.14%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $721,000 ($2,000) (0.28%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $9,000 $3,000 50.00%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $730,000 $1,000 0.14%
Net Worth $3,019,381 $41,381 1.39%
*All values shown in USD ($)
Notes:
last update for May. updated based on different asset groups sold one of the cars not used and invested the cash into index fund; also exchanged bond and stock between IRA and taxable accounts

Comments