wantabeamillionaire's Net Worth for May 2013


Assets Value Change ($) Change (%)
Cash $37,589 ($712) (1.86%)
Stocks $5,495 ($6) (0.11%)
Bonds $3,545 ($97) (2.66%)
Annuities $0 - -
Retirement $436,847 $6,486 1.51%
Home $467,349 ($6,049) (1.28%)
Other Real Estate $0 - -
Cars $51,000 - -
Personal Property $0 - -
Other Assets $34,399 $745 2.21%
$1,036,224 $367 0.04%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $400,064 ($1,934) (0.48%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $8,074 ($441) (5.18%)
Car Loans $23,001 ($1,186) (4.90%)
Other Debts $0 - -
Total Debts $431,139 ($3,561) (0.82%)
Net Worth $605,085 $3,928 0.65%
*All values shown in USD ($)
Notes:
I am a little worried about my asset allocation, particularly my bond position of 17%. Interest rates are on the rise and I think I could be in trouble. I have switched a little into shorter terms but I still have plenty of long. Stop with the housing enthusiasm on the news...STOP. My house is up only 0.5% over last year...blah Other assets are college savings. pg 38

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