Target2017's Net Worth for May 2018


Assets Value Change ($) Change (%)
Cash $119,600 ($4,248) (3.43%)
Stocks $1,173,500 $38,700 3.41%
Bonds $228,345 $8,000 3.63%
Annuities $0 - -
Retirement $849,543 $21,000 2.53%
Home $1,520,000 - -
Other Real Estate $0 - -
Cars $36,000 - -
Personal Property $906 - -
Other $30,000 - -
$3,957,894 $63,452 1.63%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $706,560 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $10,000 $2,800 38.89%
Car Loans $0 - -
Other $0 - -
Total Debts $716,560 $2,800 0.39%
Net Worth $3,241,334 $60,652 1.91%
*All values shown in USD ($)
Notes:
May.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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