misslala's Net Worth for September 2017


Assets Value Change ($) Change (%)
Cash $178,292 ($1,780) (0.99%)
Stocks $92,983 $4,424 5.00%
Bonds $65,792 $316 0.48%
Annuities $0 - -
Retirement $417,770 $10,013 2.46%
Home $765,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
$1,519,837 $12,973 0.86%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $406,471 ($715) (0.18%)
Other Mortgage(s) $0 - -
Student Loans $29,695 ($237) (0.79%)
Credit Cards $0 - -
Car Loans $818 ($319) (28.06%)
Other $0 - -
Total Debts $436,984 ($1,271) (0.29%)
Net Worth $1,082,853 $14,244 1.33%
*All values shown in USD ($)
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. July 2017: made it! Hopeful Goal of 2017: $1.1 We would need $7471 per month to hit it. August: Cash took an expected hit. Still over the original goal amount. Average for new goal is now $7848. Highly unlikely September: Hmmm, ok. Perhaps we will make it to 1.1 this year. September's stock dividends helped, but so did overall market craziness. The car loan will be done in December, freeing up $300-ish. Will need to look into cash going into stocks monthly and increase the amount, as DCAing into the market at this rate will take us forever to move a substantial portion out of cash. Still too cash heavy. If the market doesn't drop out on us, we should make the goal. If it does, I'm dropping a bucket load of cash in. Need $5716 monthly to make new goal.

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