cicero's Net Worth for November 2018


Assets Value Change ($) Change (%)
Cash $57,645 $7,936 15.96%
Stocks $284,482 $11,364 4.16%
Bonds $139,409 $528 0.38%
Annuities $0 - -
Retirement $315,468 $12,699 4.19%
Home $0 - -
Other Real Estate $6,200 - -
Cars $23,000 - -
Personal Property $0 - -
Other $126,568 $4,148 3.39%
$952,772 $36,675 4.00%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $4,229 ($124) (2.85%)
Student Loans $0 - -
Credit Cards $2,048 ($5,296) (72.11%)
Car Loans $0 - -
Other $0 - -
Total Debts $6,277 ($5,420) (46.34%)
Net Worth $946,495 $42,095 4.65%
*All values shown in USD ($)
Notes:
Bonds includes munis and series EE
Other Real Estate = Last Month Rent + Security Dep.
Other Assets = College Savings
Other Mortgages = 0% Energy Efficiency loan
Credit card balances are paid in full each month.

Comments

11/26/2018 10:20:27 PM bem629
You might consider not even listing the credit card balances if you pay them in full each month; I haven't found them valuable to track.