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proud2bfrugal's
Net Worth for June 2011
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Assets
Value
Change ($)
Change (%)
Cash
$185,000
-
-
Stocks
$0
-
-
Bonds
$14,000
$1,000
7.69%
Annuities
$0
-
-
Retirement
$734,000
$44,000
6.38%
Home
$300,000
-
-
Other Real Estate
$0
-
-
Cars
$15,000
-
-
Personal Property
$5,000
-
-
Other Assets
$0
-
-
Total Assets
$1,253,000
$45,000
3.73%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$48,000
($7,000)
(12.73%)
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Credit Cards
$0
-
-
Car Loans
$0
-
-
Other Debts
$0
-
-
Total Debts
$48,000
($7,000)
(12.73%)
Net Worth
$1,205,000
$52,000
4.51%
*
All values shown in USD ($)
Notes:
Still maxing out 401k contributions for both of us, paying down mortgage with extra principal payment every month. Equity investments OK for year so far, about 5% YTD; cash, feh, still paltry 1% yield but we'll be tapping cash reserve later in year.
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