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proud2bfrugal's
Net Worth for October 2018
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Assets
Value
Change ($)
Change (%)
Cash
$343,000
$89,000
35.04%
Stocks
$166,000
($4,000)
(2.35%)
Bonds
$67,000
$1,000
1.52%
Annuities
$0
-
-
Retirement
$1,822,000
$86,000
4.95%
Home
$440,000
$40,000
10.00%
Other Real Estate
$0
-
-
Cars
$15,000
$7,000
87.50%
Personal Property
$5,000
-
-
Other Assets
$53,000
$50,000
1,666.67%
Total Assets
$2,911,000
$269,000
10.18%
Debts
Value
Change ($)
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
$2,911,000
$269,000
10.18%
*
All values shown in USD ($)
Notes:
Stock market doing well so 401Ks and other equity investments have a good YTD return. Other assets include cash value of insurance policies, vested stock options, and the balance of a medical reimbursement account from a former employer.
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Comments
10/6/2018 8:07:33 AM
proud2bfrugal
I remember how excited I was when we hit $1M, then how much faster we hit $2M. $3M is within sight now; affirmation that we are on the right path overall. The value of our house has also risen significantly in the past year.