misslala's Net Worth for October 2018


Assets Value Change ($) Change (%)
Cash $166,884 ($5,211) (3.03%)
Stocks $177,828 ($1,218) (0.68%)
Bonds $78,135 ($1,144) (1.44%)
Annuities $0 - -
Retirement $472,452 ($38,703) (7.57%)
Home $765,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
$1,660,299 ($46,276) (2.71%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $392,880 ($753) (0.19%)
Other Mortgage(s) $0 - -
Student Loans $26,575 ($241) (0.90%)
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $419,455 ($994) (0.24%)
Net Worth $1,240,844 ($45,282) (3.52%)
*All values shown in USD ($)
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. To make EOY goal we now need $4625 monthly.
End of October: I don't want to look! To make the year end goal we now need roughly $30,000 per month

Comments