Target2017's Net Worth for March 2018


Assets Value Change ($) Change (%)
Cash $92,800 ($400) (0.43%)
Stocks $1,105,000 ($41,000) (3.58%)
Bonds $249,500 ($26,300) (9.54%)
Annuities $0 - -
Retirement $818,500 ($29,500) (3.48%)
Home $1,520,000 - -
Other Real Estate $0 - -
Cars $36,000 ($500) (1.37%)
Personal Property $906 - -
Other $30,000 - -
$3,852,706 ($97,700) (2.47%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $707,160 ($1,340) (0.19%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $7,973 ($467) (5.53%)
Car Loans $0 - -
Other $0 - -
Total Debts $715,133 ($1,807) (0.25%)
Net Worth $3,137,573 ($95,893) (2.97%)
*All values shown in USD ($)
Notes:
March updateLiquid NW=853K (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). 28K for tax payment.

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