misslala's Net Worth for June 2017


Assets Value Change ($) Change (%)
Cash $184,743 $1,457 0.79%
Stocks $82,231 $2,926 3.69%
Bonds $61,949 $1,568 2.60%
Annuities $0 - -
Retirement $392,164 $6,230 1.61%
Home $765,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
$1,486,087 $12,181 0.83%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $408,710 ($997) (0.24%)
Other Mortgage(s) $0 - -
Student Loans $30,405 ($238) (0.78%)
Credit Cards $0 - -
Car Loans $1,773 ($317) (15.17%)
Other $0 - -
Total Debts $440,888 ($1,552) (0.35%)
Net Worth $1,045,199 $13,733 1.33%
*All values shown in USD ($)
Notes:
End of 2017 goal: $1,060,000 Monthly increase needed =$7396 Jan 2017: Needed monthly for year end goal is now $7160 Feb 2017: To hit end year goal need $5930 monthly from now on. March 2017: To hit year end goal we need $4071 monthly from now on. April 2017: To hit year end goal we need $3723 monthly from now on. May 2017: For the year end goal we will need $4076 monthly now. June 2017: For the year end goal we will need $2467 monthly now. An unexpected bonus bolstered cash. Need to rethink how we're investing so we can get more cash into the market each month, although I'm positive that once I do that the market will finally crash. Dividends this month brought in around $2500 and the market helped with the rest.

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