jbmil's Net Worth for May 2017


Assets Value Change ($) Change (%)
Cash $16,257 $5,542 51.72%
Stocks $185,506 $8,202 4.63%
Bonds $1,262 ($5,554) (81.48%)
Annuities $0 - -
Retirement $548,334 $13,806 2.58%
Home $654,000 - -
Other Real Estate $0 - -
Cars $40,683 - -
Personal Property $0 - -
Other $24,254 $1,380 6.03%
$1,470,296 $23,376 1.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $332,990 ($3,252) (0.97%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $8,700 $3,200 58.18%
Car Loans $0 - -
Other $0 - -
Total Debts $341,690 ($52) (0.02%)
Net Worth $1,128,606 $23,428 2.12%
*All values shown in USD ($)
Notes:
This can't possibly keep going like this... Argh.... keeps erasing my previous entry when I attempt to post the next month! User error likely, but still frustrating. April is gone, and now May is here. Drop of 1% point in retirement = 5000 dollar change in net worth. So ... a 50% drop would mean a 250K drop in retirement and net worth. A 15% drops seems more than likely which would equate to a 75K drop. That seems scary, but represents some good opportunities to move heavier weight in to stocks. I'm worried about my cash management. Credit Card will reduce cash to 2440, then will add ~3600 for regular pay will get me to 6040. Okay, subtract new mortgage payment 3500. Leaves 2540, not enough to cover the next credit card payment. So moving some cash from the 'stock' accounts to cash. Hey... this site helps :) Prime Metric ( Long Term Debt (Car/Home) Loans - liquid): June 2016: ~179,866 August 2016: ~162,116 October 2016: ~155,745 November 2016: ~159,096 December 2016: ~159,028 January 2017 ~ 152,655 (338924 - 14902 - 171367) February 2017 ~ 145,369 (337860 - 21123 - 171368) March 2017 ~ 148,223 April 2017 ~ 129,626 (end of month) May 2017 ~ 131,227 (end of month)

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