mrmoney2's Net Worth for February 2017


Assets Value Change ($) Change (%)
Cash $2,205 ($2,206) (50.01%)
Stocks $34,725 ($6,517) (15.80%)
Bonds $0 - -
Annuities $0 - -
Retirement $250,167 $7,335 3.02%
Home $0 - -
Other Real Estate $0 - -
Cars $11,347 $7 0.06%
Personal Property $0 - -
Other $1,407 $165 13.29%
$299,851 ($1,216) (0.40%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,576 ($441) (21.86%)
Car Loans $0 - -
Other $0 - -
Total Debts $1,576 ($441) (21.86%)
Net Worth $298,275 ($775) (0.26%)
*All values shown in USD ($)
Notes:
Reinvested in WFC/PRP WELLS FARGO B 5.25% PFD on 2/24/2017 - bought 10 shares at $24.5754 per share through Charles Schwab - 2/13/2017 - bought 5 shares at $24.5355 per share through Charles Schwab - 2/6/2017 - bought 15 shares at $24.1758 per share through Charles Schwab. Transferred $8000 to girlfriend to cover basement renovation excess costs. Stipulations to $8000 transfer that it is refundable in future if needed. PREVIOUS REINVESTMENTS: WFC/PRP WELLS FARGO B 5.25% PFD 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 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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