sustainablesavings' Net Worth for June 2014


Assets Value Change ($) Change (%)
Cash $48,069 $855 1.81%
Stocks $126,727 $2,759 2.23%
Bonds $0 - -
Annuities $0 - -
Retirement $331,760 $3,867 1.18%
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $38,302 $869 2.32%
$544,858 $8,350 1.56%
 
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 $544,858 $8,350 1.56%
*All values shown in USD ($)
Notes:
Another pretty decent month. In the process of consolidating accounts where it makes sense. Will try to harvest some capital gains this year to take advantage of tax rates before new legislation changes anything. Also, adjusted an old-employer 401K balance down by 7% to "remove" unvested portion from my NW calculation.

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