jbmil's Net Worth for September 2016


Assets Value Change ($) Change (%)
Cash $37,000 $2,888 8.47%
Stocks $161,888 $2,803 1.76%
Bonds $0 - -
Annuities $0 - -
Retirement $498,453 $3,224 0.65%
Home $654,000 - -
Other Real Estate $0 - -
Cars $41,719 - -
Personal Property $0 - -
Other $19,390 $418 2.20%
$1,412,450 $9,333 0.67%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $342,157 ($802) (0.23%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $10,000 $6,300 170.27%
Car Loans $12,584 ($539) (4.11%)
Other $0 - -
Total Debts $364,741 $4,959 1.38%
Net Worth $1,047,709 $4,374 0.42%
*All values shown in USD ($)
Notes:
Stock vest, moving more from cash to stock accounts. Made a couple big purchases (high CC bill). Next bonus mid-month. Market down ~2%, so 401K down. Prime metric down to ~151K, although will adjust some when CC bill is paid. Prime Metric ( Long Term Debt (Car/Home) Loans - liquid): June 2016: 179,866 August 2016: ~162,116 (342959 +13123 - 193966) September 2016: ~155,853 (342157 + 12584 - 199000). (that last number has swung over 4K down during the month). Plan to pay vehicle next month, shouldn't change velocity of this.

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