misslala's Net Worth for November 2018


Assets Value Change ($) Change (%)
Cash $167,061 $177 0.11%
Stocks $186,078 $8,250 4.64%
Bonds $79,759 $1,624 2.08%
Annuities $0 - -
Retirement $485,614 $13,162 2.79%
Home $765,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
$1,683,512 $23,213 1.40%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $391,485 ($1,395) (0.36%)
Other Mortgage(s) $0 - -
Student Loans $26,334 ($241) (0.91%)
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $417,819 ($1,636) (0.39%)
Net Worth $1,265,693 $24,849 2.00%
*All values shown in USD ($)
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 End of November: we need roughly 34k in December. Unlikely!

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