Target2017's Net Worth for April 2018


Assets Value Change ($) Change (%)
Cash $123,848 $31,048 33.46%
Stocks $1,134,800 $29,800 2.70%
Bonds $220,345 ($29,155) (11.69%)
Annuities $0 - -
Retirement $828,543 $10,043 1.23%
Home $1,520,000 - -
Other Real Estate $0 - -
Cars $36,000 - -
Personal Property $906 - -
Other $30,000 - -
$3,894,442 $41,736 1.08%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $706,560 ($600) (0.08%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $7,200 ($773) (9.70%)
Car Loans $0 - -
Other $0 - -
Total Debts $713,760 ($1,373) (0.19%)
Net Worth $3,180,682 $43,109 1.37%
*All values shown in USD ($)
Notes:
April 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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