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cicero's
Net Worth for November 2018
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Assets
Value
Change ($)
Change (%)
Cash
$57,645
$7,936
15.96%
Stocks
$284,482
$11,364
4.16%
Bonds
$139,409
$528
0.38%
Net Firm Capital
$0
-
-
Retirement
$315,468
$12,699
4.19%
Home
$0
-
-
Second Home
$6,200
-
-
Cars
$23,000
-
-
College Savings
$126,568
$4,148
3.39%
Total Assets
$952,772
$36,675
4.00%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$0
-
-
Energy Efficiency Loan
$4,229
($124)
(2.85%)
Credit Cards
$2,048
($5,296)
(72.11%)
Car Loans
$0
-
-
Line of Credit
$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.
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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.
11/8/2019 12:31:12 PM
cicero
Good point. It was more useful when my net worth was a lot lower.