mdv1984's Net Worth for February 2016


Assets Value Change ($) Change (%)
Cash $55,132 ($10,782) (16.36%)
Stocks $22,397 ($1,342) (5.65%)
Bonds $6,646 $94 1.43%
Retirement $163,445 ($8,514) (4.95%)
Home $141,151 ($320) (0.23%)
Cars $6,662 - -
Personal Property $7,393 $7,393 -
Other Assets $44,552 $3,282 7.95%
$447,378 ($10,189) (2.23%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $93,977 ($177) (0.19%)
Credit Cards $0 - -
Car Loans $0 - -
Total Debts $93,977 ($177) (0.19%)
Net Worth $353,401 ($10,012) (2.75%)
*All values shown in USD ($)
Notes:
January was another terrible month for the markets. Hopefully this isn't a sign of things to come. Tax return season is upon us, and we will be getting back a large refund, due to getting married mid-year, and paying at the single tax rate the first half of the year. This tax return is going to pay down student loan debt. Our goal is now to have them all paid off by the end of May, seven months early! Retirement account % peak 5/21/2013: $116,869.54 Retirement account $ peak 6/23/2015: $175,660.33 TSP: $44,551.86 Roth IRA: $171,959.14 My wife's retirement is shown in the Personal Property section. VTSMX: $0 VBMFX: $0 December 31, 2016 goals: Cash >= TBD Taxable Stocks/Bonds>= TBD Roth IRA >= TBD Retirement >= TBD Networth >= TBD Debt: house debt only Ohio State Football: Big 10 Champions!

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