Target2017's Net Worth for January 2018


Assets Value Change ($) Change (%)
Cash $110,323 ($49,677) (31.05%)
Stocks $1,143,650 $55,650 5.11%
Bonds $280,622 $18,622 7.11%
Retirement $854,249 $37,249 4.56%
Home $1,520,000 - -
Cars $37,000 ($1,000) (2.63%)
Personal Property $906 $58 6.84%
Other Assets $30,000 - -
$3,976,750 $60,902 1.56%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $710,000 ($1,430) (0.20%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $8,640 ($10,360) (54.53%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $718,640 ($11,790) (1.61%)
Net Worth $3,258,110 $72,692 2.28%
*All values shown in USD ($)
Notes:
January updateLiquid NW=906K (networth-home-IRAs)Major bills this month: 1. Mortgage 5K 2. CC due: 7k (some are company expense and will get reimburse)Income: 16K (after tax)After tax saving: 3KPart of the cash reduction is for 1). 25K to help a relative in need and 2). 18K for tax payment.

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