mrmoney2's Net Worth for May 2017


Assets Value Change ($) Change (%)
Cash $2,039 ($1,855) (47.64%)
Stocks $36,270 $256 0.71%
Bonds $0 - -
Annuities $0 - -
Retirement $265,097 $5,849 2.26%
Home $0 - -
Other Real Estate $0 - -
Cars $11,200 ($149) (1.31%)
Personal Property $0 - -
Other $1,618 $165 11.36%
$316,224 $4,266 1.37%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,520 $767 43.75%
Car Loans $0 - -
Other $0 - -
Total Debts $2,520 $767 43.75%
Net Worth $313,704 $3,499 1.13%
*All values shown in USD ($)
Notes:
PREVIOUS REINVESTMENTS: PFF ISHARES TR U.S. PFD STK ETF 3/1/2017 - bought 18 shares at $38.356 per share through Fidelity Investments WFC/PRP WELLS FARGO B 5.25% PFD 3/13/2017 - bought 20 shares at $23.9748 per share through Charles Schwab 3/2/2017 - bought 11 shares at $24.49 per share through Charles Schwab 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 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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