ba70's Net Worth for August 2015


Assets Value Change ($) Change (%)
Cash $6,088 ($1,060) (14.83%)
Stocks $35,512 ($1,088) (2.97%)
Bonds $36,486 ($266) (0.72%)
Annuities $0 - -
Retirement $552,792 $7,561 1.39%
Home $254,752 $4,264 1.70%
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$885,630 $9,411 1.07%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $55,363 ($2,427) (4.20%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $89 ($125) (58.41%)
Total Debts $55,452 ($2,552) (4.40%)
Net Worth $830,178 $11,963 1.46%
*All values shown in USD ($)
Notes:
08/01/2015 We've been living a little beyond our means lately. We put our entire vacation and recent chimney repairs on the wife's credit card (not reflected above). These charges amount to roughly $4k. This puts us in a rare case where we aren't paying off our CC cards in full. Cashed out an insurance policy that was taken out when I was born ($1300) to help get us through this debt patch. Also dropped the contribution in our 401k from 15% to 10%. Happy to see on Zillow that our property value has started to pop. Not sure it represents reality, but still nice to see. 08/22/2015 Houston, we have a correction... Transferred $4k in 401k from cash to index fund. Will repeat as we head lower.

Comments