misslala's Net Worth for September 2018


Assets Value Change ($) Change (%)
Cash $172,095 ($25,173) (12.76%)
Stocks $179,046 $3,762 2.15%
Bonds $79,279 $196 0.25%
Annuities $0 - -
Retirement $511,155 $2,005 0.39%
Home $765,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
$1,706,575 ($19,210) (1.11%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $393,633 ($1,089) (0.28%)
Other Mortgage(s) $0 - -
Student Loans $26,816 ($244) (0.90%)
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $420,449 ($1,333) (0.32%)
Net Worth $1,286,126 ($17,877) (1.37%)
*All values shown in USD ($)
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 $8197End 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.

End of September: Down side of the see-saw. Stocks were meh. Cash pulled for travel and property taxes. Gah. To make EOY goal we now need $4625 monthly.

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