mydogwantsmetoretire's Net Worth for January 2019


Assets Value Change ($) Change (%)
Cash $221,003 $29,042 15.13%
Stocks $272,821 ($12,501) (4.38%)
Bonds $0 - -
Annuities $0 - -
Retirement $935,886 $63,999 7.34%
Home $365,000 - -
Other Real Estate $0 - -
Cars $64,000 ($1,000) (1.54%)
Personal Property $0 - -
Other Assets $0 - -
$1,858,710 $79,540 4.47%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $139,670 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $139,670 - -
Net Worth $1,719,040 $79,540 4.85%
*All values shown in USD ($)
Notes:
Good first month of 2019 as the market gained some of the ground lost during the later half of 2018. Since I am overweighted in the tech sector, decided to take some of that off the table and move it to 2.5% - 3.0% short-term CDs. Need to push down my equity percentage a little and increase CDs and bonds for a better allocation. Will be performing my annual financial analysis in two weeks and will make some investing and expenditure decisions for the year.

Comments