mdv1984's Net Worth for August 2016


Assets Value Change ($) Change (%)
Cash $65,304 $4,001 6.53%
Stocks $25,578 $972 3.95%
Bonds $6,955 $44 0.64%
Annuities $0 - -
Retirement $190,799 $8,258 4.52%
Home $144,388 ($258) (0.18%)
Other Real Estate $0 - -
Cars $5,000 - -
Personal Property $8,280 $374 4.73%
Other $49,897 $1,826 3.80%
$496,201 $15,217 3.16%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $92,906 ($180) (0.19%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $92,906 ($180) (0.19%)
Net Worth $403,295 $15,397 3.97%
*All values shown in USD ($)
Notes:
July was another good summer month for the stock market. All of my accounts and my networth are at all time highs. I surpassed $400,000 for the first time! Retirement account % peak 5/21/2013: $116,869.54 Retirement account $ peak 7/29/2016: $190,799.41 TSP: $190,799.41 Roth IRA: $49,896.77 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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