giancarlo28's Net Worth for June 2018


Assets Value Change ($) Change (%)
Cash $100 - -
Stocks $10,984 ($163) (1.46%)
Bonds $185 $35 23.33%
Annuities $0 - -
Retirement $213,459 $2,881 1.37%
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $20,500 - -
Other $1,108 $25 2.31%
$246,336 $2,778 1.14%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,564 ($99) (3.72%)
Car Loans $0 - -
Other $2,523 ($586) (18.85%)
Total Debts $5,087 ($685) (11.87%)
Net Worth $241,249 $3,463 1.46%
*All values shown in USD ($)
Notes:
LC Other AssetsDo not include savings 3750

Comments

6/20/2018 6:54:01 PM Chrism32205
Very nice.. our stats are about the same.
6/21/2018 8:06:44 AM giancarlo28
Hi Chris, thanks...up and up we go, I hope. Do you follow a budget rule? What is your current investment strategy?
6/21/2018 5:49:51 PM Chrism32205
No budget, but more less just watch spending and don't inpulse buy. My stock portfolio consists primarily of Apple and some BOA using Robinhood as the broker. My retirement is a 457 consisting of a few large cap mutual funds, mostly invested in FCNTX (Fidelity Contrafund).
6/24/2018 3:25:18 PM giancarlo28
I don't have a strict budget either, mostly just tracking my spending thru mint.com. I'm a federal employee, so my 401k is via index funds. How long have you been maxing your retirement? This is my 5th year maxing as it was impossible before then, my upgrade in pay really helped big time.
7/12/2018 6:15:03 PM Chrism32205
Sorry just saw your comment now.. interesting, I'm a state employee and have a 457 plan. I've probably been maxing mine out since about 2014 after a raise got me to that point. Before that I believe I was doing about $500 per pay period.
7/12/2018 6:17:57 PM Chrism32205
Do you have any individual stocks, if so what do you hold?
7/20/2018 1:13:19 AM giancarlo28
I have a few, FB, PSEC and some speculative stocks haha...I'm not that good in picking individual stocks, unfortunately.
7/21/2018 9:13:50 AM Chrism32205
Me either.. I have Ford and Apple at the moment