sustainablesavings' Net Worth for November 2018


Assets Value Change ($) Change (%)
Cash $27,267 $2,174 8.66%
Stocks $196,532 $3,661 1.90%
Bonds $4,949 ($190) (3.70%)
Annuities $0 - -
Retirement $653,821 $16,342 2.56%
Home $0 - -
Other Real Estate $2,000 ($1,000) (33.33%)
Cars $0 - -
Personal Property $0 - -
Other Assets $89,428 $1,538 1.75%
$973,997 $22,525 2.37%
 
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 $973,997 $22,525 2.37%
*All values shown in USD ($)
Notes:
I forgot to add a line for the small business loan we made to someone about a year ago. It's about $7K that should be added to our NW. Also, I'm not sure how I handled the $18K that we set aside for a car replacement. Maybe that needs to be added? I haven't been paying enough attention to these updates. Personal capital keeps it rolling, but I like to have this record here, too. I should be more diligent about this.

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