proud2bfrugal's Net Worth for December 2015


Assets Value Change ($) Change (%)
Cash $183,000 $16,000 9.58%
Stocks $89,000 $16,000 21.92%
Bonds $36,000 ($8,000) (18.18%)
Annuities $0 - -
Retirement $1,262,000 ($12,000) (0.94%)
Home $350,000 - -
Other Real Estate $0 - -
Cars $23,000 ($7,000) (23.33%)
Personal Property $5,000 - -
Other Assets $3,000 - -
$1,951,000 $5,000 0.26%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $1,951,000 $5,000 0.26%
*All values shown in USD ($)
Notes:
2015 was a rough ride for the stock market as we all know. Retirement account ROI for 2015 was a slight loss - boo! Hoping the interest rate increase will soon give a slight boost to our cash ROI. 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.

Comments