proud2bfrugal's Net Worth for December 2017


Assets Value Change ($) Change (%)
Cash $254,000 $10,000 4.10%
Stocks $170,000 $42,000 32.81%
Bonds $66,000 $15,000 29.41%
Annuities $0 - -
Retirement $1,736,000 $210,000 13.76%
Home $400,000 - -
Other Real Estate $0 - -
Cars $8,000 ($12,000) (60.00%)
Personal Property $5,000 - -
Other $3,000 - -
$2,642,000 $265,000 11.15%
 
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 $2,642,000 $265,000 11.15%
*All values shown in USD ($)
Notes:
Quite the year for the stock market - earned over 15% this year on our retirement plan assets, even though we are holding about a third in bonds. 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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