proud2bfrugal's Net Worth for June 2014


Assets Value Change ($) Change (%)
Cash $171,000 $6,000 3.64%
Stocks $70,000 $13,000 22.81%
Bonds $17,000 ($3,000) (15.00%)
Annuities $0 - -
Retirement $1,177,000 $57,000 5.09%
Home $350,000 - -
Other Real Estate $0 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other $3,000 - -
$1,823,000 $73,000 4.17%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $0 - -
Net Worth $1,823,000 $73,000 4.17%
*All values shown in USD ($)
Notes:
Stock market doing well so retirement plans are about 6% ROI YTD. Still maximimizing 401k contribs as well as saving as much cash as possible for our 'freedom fund' - $4K/month. Other is cash value of term and whole life insurance policies.

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