TheMoneyRat's Net Worth for January 2016


Assets Value Change ($) Change (%)
Cash $86,429 ($20,751) (19.36%)
Stocks $159,371 ($8,662) (5.15%)
College Fund $57,000 $22,000 62.86%
Retirement $402,005 ($6,413) (1.57%)
Home $315,000 - -
Other Real Estate $175,000 - -
Personal Property $0 - -
Other Assets $0 - -
$1,194,805 ($13,826) (1.14%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $248,592 ($1,146) (0.46%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $15,161 ($632) (4.00%)
Total Debts $263,753 ($1,778) (0.67%)
Net Worth $931,052 ($12,048) (1.28%)
*All values shown in USD ($)
Notes:
Crappy month in the market -- over $15k lost in taxable and 401k accounts due to market decline. Moved $20k cash into stocks and bonds. Plan for 2016 is to auto-invest $3500 a week into Vanguard account via Monday and Friday purchases. Hope we are not in for a long bear market. Adjusted auto-invest elections to get greater exposure to bonds over the year.

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