jbmil's Net Worth for April 2016


Assets Value Change ($) Change (%)
Cash $29,816 $828 2.86%
Stocks $156,937 $4,311 2.82%
Bonds $0 - -
Annuities $0 - -
Retirement $471,380 $13,806 3.02%
Home $654,000 - -
Other Real Estate $0 - -
Cars $47,192 - -
Personal Property $0 - -
Other $16,842 $1,288 8.28%
$1,376,167 $20,233 1.49%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $346,140 ($789) (0.23%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $7,000 - -
Car Loans $14,195 ($268) (1.85%)
Other $0 - -
Total Debts $367,335 ($1,057) (0.29%)
Net Worth $1,008,832 $21,290 2.16%
*All values shown in USD ($)
Notes:
Goal achieved. Over 1mil net worth before 40. This is great and all, but ~78% of my wealth is in retirement + home equity. I only really have 18% in liquid assets. It's great to have that cushion, but it doesn't feel like it's nearly enough. So good, and not so good. Next goal is to reach liquid assets > debts. A better balance of debt to asset ratio @ 45 is the goal.

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