-

jwxman's Net Worth for December 2014

View previous entry

View next entry

Assets	Value	Change ($)	Change (%)
Cash	$16,117	($1,025)	(5.98%)
Stocks	$76,737	$4,817	6.70%
Bonds	$0	-	-
Annuities	$0	-	-
Retirement	$220,960	$6,696	3.13%
Home	$442,000	($4,000)	(0.90%)
Other Real Estate	$0	-	-
Cars	$3,800	($300)	(7.32%)
Personal Property	$0	-	-
Other Assets	$0	-	-
Total Assets	$759,614	$6,188	0.82%

Debts	Value	Change ($)	Change (%)
Home Mortgage(s)	$280,942	-	-
Other Mortgage(s)	$0	-	-
Student Loans	$0	-	-
Credit Cards	$0	($998)	-
Car Loans	$0	-	-
Other Debts	$0	-	-
Total Debts	$280,942	($998)	(0.35%)
Net Worth	$478,672	$7,186	1.52%
^*All values shown in USD ($)

Notes:

Comments

12/5/2020 4:47:30 AM jwxman
2014 Net worth return 1.1%. Roth IRA -13.7%. Taxable -15.9%. HSA 16.3%. TSP 3.7%.