mrmoney2's Net Worth for September 2016


Assets Value Change ($) Change (%)
Cash $32,925 $15,924 93.67%
Stocks $10,182 ($14,917) (59.43%)
Bonds $0 - -
Annuities $0 - -
Retirement $227,238 $2,766 1.23%
Home $0 - -
Other Real Estate $0 - -
Cars $12,736 ($22) (0.17%)
Personal Property $0 - -
Other $775 $164 26.84%
$283,856 $3,915 1.40%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $691 ($277) (28.62%)
Car Loans $0 - -
Other $0 - -
Total Debts $691 ($277) (28.62%)
Net Worth $283,165 $4,192 1.50%
*All values shown in USD ($)
Notes:
Stocks decreased by $14,917.00 due to selling off all my shares of WFC/PRP WELLS FARGO B 5.25% PFD and transferring proceeds to Charles Schwab savings account, funds will be reinvested into the same fund when shares drop below $25.00 per share. Made about a $900 realized gain! Will reinvest when the shares drop below $25.00 per share. Increase my Vanguard portfolio, as usual with new yearly contribution amount of $5,500. Still using mint.com to manage overview of all my accounts. Still a pretty good site!

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