mydogwantsmetoretire's Net Worth for June 2018


Assets Value Change ($) Change (%)
Cash $201,333 $5,039 2.57%
Stocks $278,187 $1,352 0.49%
Bonds $0 - -
Annuities $0 - -
Retirement $900,804 $6,706 0.75%
Home $365,000 - -
Other Real Estate $0 - -
Cars $68,500 ($500) (0.72%)
Personal Property $0 - -
Other Assets $0 - -
$1,813,824 $12,597 0.70%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $149,576 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $149,576 - -
Net Worth $1,664,248 $12,597 0.76%
*All values shown in USD ($)
Notes:
Found some opportunities to buy-in on individual stocks I have been keeping an eye on over the last couple of months. Been looking at other uses for cash - which is 80% in CDs and money market - so might take some chances with a good portion of this. Currently, reviewing how the Trump tax - especially on deductions - is going to affect us and might change some long-held approaches.

Comments