Target2017's Net Worth for December 2017


Assets Value Change ($) Change (%)
Cash $160,000 ($6,500) (3.90%)
Stocks $1,088,000 $25,500 2.40%
Bonds $262,000 ($511) (0.19%)
Annuities $0 - -
Retirement $817,000 $19,245 2.41%
Home $1,520,000 - -
Other Real Estate $0 - -
Cars $38,000 - -
Personal Property $848 $12 1.44%
Other $30,000 - -
$3,915,848 $37,746 0.97%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $711,430 ($1,100) (0.15%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $19,000 $6,800 55.74%
Car Loans $0 - -
Other $0 - -
Total Debts $730,430 $5,700 0.79%
Net Worth $3,185,418 $32,046 1.02%
*All values shown in USD ($)
Notes:
December update
Liquid NW=848K (networth-home-IRAs)
Major bills this month:
1. Mortgage 5K
2. CC due: 20K (some are company expense and will get reimburse)

Income: 16K (after tax)

After tax saving: 3K

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