misslala's Net Worth for August 2018


Assets Value Change ($) Change (%)
Cash $197,268 $794 0.40%
Stocks $175,284 $29,133 19.93%
Bonds $79,083 $1,782 2.31%
Annuities $0 - -
Retirement $509,150 $12,288 2.47%
Home $765,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
$1,725,785 $43,997 2.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $394,722 ($748) (0.19%)
Other Mortgage(s) $0 - -
Student Loans $27,060 ($239) (0.88%)
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $421,782 ($987) (0.23%)
Net Worth $1,304,003 $44,984 3.57%
*All values shown in USD ($)
Notes:
Goal for year end 2018: $1.3m. It will take an average monthly increase of $13967End of January: Needed monthly increase for EOY goal at this point: $12250End of February: Per month increase needed for the goal is now: $14889End of March: Per month increase needed is now: $12373.56End of April: Monthly increase needed is now $12293. End of May: Average monthly increase needed is now $10799. End of June: Average monthly increase needed for EOY goal is now $11377 End of July: Average monthly increase need for EOY goal is now $8197

End of August: Stock bump because of shares from employer vesting. Hit the goal! I expect this to see-saw down, but from here on out, anything extra is just gravy.

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