cbusguy's Net Worth for January 2018


Assets Value Change ($) Change (%)
Cash $39,389 $1,800 4.79%
Stocks $93,685 $2,706 2.97%
Bonds $44,263 $2,006 4.75%
Annuities $288,808 $5,152 1.82%
Retirement $323,583 $14,127 4.57%
Home $425,000 $5,000 1.19%
Cars $26,000 - -
Personal Property $10,000 - -
Other Assets $7,613 $340 4.67%
$1,258,341 $31,131 2.54%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $212,718 ($868) (0.41%)
Credit Cards $667 ($629) (48.53%)
Car Loans $8,706 ($633) (6.78%)
Other Debts $0 - -
Total Debts $222,091 ($2,130) (0.95%)
Net Worth $1,036,250 $33,261 3.32%
*All values shown in USD ($)
Notes:
3% salary increase for 2018, nudges salary over $150k. Annuities = public sector defined benefit account. Stock and bonds = Vanguard brokerage account. Retirement = 457 accounts and Roth IRA. Other assets = 529 account for my nephew. All credit card debt paid off in full monthly.

Comments