misslala's Net Worth for December 2018


Assets Value Change ($) Change (%)
Cash $163,510 ($3,551) (2.13%)
Stocks $176,944 ($9,134) (4.91%)
Bonds $84,409 $4,650 5.83%
Annuities $0 - -
Retirement $454,132 ($31,482) (6.48%)
Home $765,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
$1,643,995 ($39,517) (2.35%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $390,726 ($759) (0.19%)
Other Mortgage(s) $0 - -
Student Loans $26,097 ($237) (0.90%)
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $416,823 ($996) (0.24%)
Net Worth $1,227,172 ($38,521) (3.04%)
*All values shown in USD ($)
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! End of December: ouch. OUCH! That was awful. Still up 90k on the year at least! Goal for 2019: $1.34 Need an increase of $9403 each month to meet it. After this year, who knows, but I'm hoping!

Comments