misslala's Net Worth for May 2016


Assets Value Change ($) Change (%)
Cash $266,860 ($1,096) (0.41%)
Stocks $41,499 $3,397 8.92%
Bonds $46,922 $1,048 2.28%
Annuities $0 - -
Retirement $296,336 $5,187 1.78%
Home $0 - -
Other Real Estate $0 - -
Cars $22,000 - -
Personal Property $0 - -
Other $310,000 - -
$983,617 $8,536 0.88%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $33,459 ($232) (0.69%)
Credit Cards $0 - -
Car Loans $5,729 ($293) (4.87%)
Other $0 - -
Total Debts $39,188 ($525) (1.32%)
Net Worth $944,429 $9,061 0.97%
*All values shown in USD ($)
Notes:
End of year 2015 = ouch. Didn't make the $900k goal. Will be purchasing land and building a house starting in January, so strange numbers are on their way. Year end 2016 goal $985,000.000. Monthly increase needed $7942.25. End of January Amount needed per month to reach goal is now $9532. Woof. End of February: About to close on a construction loan, so bills are rising. Small, very small raise will kick in in April, but March should be a huge gain as a bonus and a tax refund are set to hit our accounts in the first two weeks. Monthly increase now needed to hit $985000 goal = 10,082. Highly unlikely. End of March: Bonus, tax refund are major contributors to the rise, along with the market recovery. Bills rising due to construction starting. Hitting the $985k goal will still be quite difficult. Monthly increase now needed for goal = $6233.78 End of April: Construction loans starting to be paid in May. Officially entering the "difficult to make the goal" months. We'll need some help from the market to pull this off. Monthly increase now needed for goal= $6204 End of June: Monthly increase to reach goal =$5796

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