mrmoney2's Net Worth for October 2016


Assets Value Change ($) Change (%)
Cash $16,520 ($16,405) (49.83%)
Stocks $27,183 $17,001 166.97%
Bonds $0 - -
Annuities $0 - -
Retirement $224,549 ($2,689) (1.18%)
Home $0 - -
Other Real Estate $0 - -
Cars $12,579 ($157) (1.23%)
Personal Property $0 - -
Other $940 $165 21.29%
$281,771 ($2,085) (0.73%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,103 $1,412 204.34%
Car Loans $0 - -
Other $0 - -
Total Debts $2,103 $1,412 204.34%
Net Worth $279,668 ($3,497) (1.23%)
*All values shown in USD ($)
Notes:
Transferred money from Charles Schwab investor checking back to Charles Schwab individual investor account to reinvest in WFC/PRP WELLS FARGO B 5.25% PFD when the share price drops below $25 per share. Credit card debt increased due to TV purchase at cost of $1644.64. TV price on amazon reduced to $1497.99 on 11/20/2016, amazon refunded $146.65. TV will be paid off in 12 months as 0% financing given with AMEX card for 12 months and $100 cash back offer for opening card. Samsung TV model purchased is a Samsung UN65KS8000 65-Inch 4K Ultra HD Smart LED TV (2016 Model). 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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