proud2bfrugal's Net Worth for June 2016


Assets Value Change ($) Change (%)
Cash $200,000 $17,000 9.29%
Stocks $107,000 $18,000 20.22%
Bonds $35,000 ($1,000) (2.78%)
Annuities $0 - -
Retirement $1,352,000 $90,000 7.13%
Home $360,000 $10,000 2.86%
Other Real Estate $0 - -
Cars $23,000 - -
Personal Property $5,000 - -
Other Assets $3,000 - -
$2,085,000 $134,000 6.87%
 
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 $2,085,000 $134,000 6.87%
*All values shown in USD ($)
Notes:
Who knows what the Brexit will bring long term? Had a hit, then a recovery in our stocks. Doesn't bode well for any US interest rate hikes any time soon, however. 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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