sustainablesavings' Net Worth for June 2016


Assets Value Change ($) Change (%)
Cash $45,144 $275 0.61%
Stocks $138,942 $624 0.45%
Bonds $0 - -
Annuities $0 - -
Retirement $409,839 $1,015 0.25%
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $57,493 $1,098 1.95%
$651,418 $3,012 0.46%
 
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 $651,418 $3,012 0.46%
*All values shown in USD ($)
Notes:
I think that $680K year end goal was set a little too low. That would be a $74K increase for the year. Last year we didn't see big gains (pretty sad $38K), which I think caused me to shoot a little lower for 2016. I'm revising the current year goal to $700K. This means we need a $94K increase over prior year, which is looking totally doable given the current market.

Comments