mrmoney2's Net Worth for December 2016


Assets Value Change ($) Change (%)
Cash $3,307 ($13,130) (79.88%)
Stocks $39,764 $13,062 48.92%
Bonds $0 - -
Annuities $0 - -
Retirement $236,986 $7,034 3.06%
Home $0 - -
Other Real Estate $0 - -
Cars $11,536 ($613) (5.05%)
Personal Property $0 - -
Other $1,184 $79 7.15%
$292,777 $6,432 2.25%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,137 $55 2.64%
Car Loans $0 - -
Other $0 - -
Total Debts $2,137 $55 2.64%
Net Worth $290,640 $6,377 2.24%
*All values shown in USD ($)
Notes:
Reinvested in WFC/PRP WELLS FARGO B 5.25% PFD on 12/28/2016 - bought 143 shares at $23.29 per share through Charles Schwab - 12/22/2016 - bought 438 shares at $23.454 per share through Charles Schwab - 12/01/2016 - bought 15 shares at $23.392 per share through Charles Schwab. PREVIOUS REINVESTMENTS: WFC/PRP WELLS FARGO B 5.25% PFD 11/14/2016 - bought 17 shares at $24.054 per share through Charles Schwab 11/14/2016 - bought 30 shares at $23.204 per share through Charles Schwab 11/09/2016 - bought 690 shares at $24.985 per share through Charles Schwab TV price on Amazon reduced to $1497.99 on 11/20/2016, Amazon refunded $146.65 to American Express card. 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). TV to be paid off by 11/2017. 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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