jbmil's Net Worth for October 2018


Assets Value Change ($) Change (%)
Cash $13,595 ($1,817) (11.79%)
Stocks $244,328 $84 0.03%
Bonds $1,314 ($5,286) (80.09%)
Annuities $0 - -
Retirement $604,503 ($42,934) (6.63%)
Home $654,000 - -
Other Real Estate $0 - -
Cars $19,700 ($300) (1.50%)
Personal Property $0 - -
Other $30,596 ($2,679) (8.05%)
$1,568,036 ($52,932) (3.27%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $304,489 ($1,719) (0.56%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $9,100 $2,600 40.00%
Car Loans $0 - -
Other $22,427 ($723) (3.12%)
Total Debts $336,016 $158 0.05%
Net Worth $1,232,020 ($53,090) (4.13%)
*All values shown in USD ($)
Notes:
End of month.. managed portfolio down 7% vs S&P 8%. Would of actually hoped to have done better than that. Deciding whether I want to deploy more cash. End October- 78487 October 74150 (early); September --- August: -101,098 (early august). July (late) - 100,293. June( end) - 108277.May (end) - 86400. Metric April 2018 (end) - $85,476. March 105,856.

Comments

11/15/2018 3:31:03 PM auzzieyank
These numbers are your cash balances at certain time? So you are deploying cash?