Target2017's Net Worth for July 2017


Assets Value Change ($) Change (%)
Cash $170,522 ($32,165) (15.87%)
Stocks $969,330 $33,341 3.56%
Bonds $257,774 ($85,273) (24.86%)
Annuities $0 - -
Retirement $746,386 $7,075 0.96%
Home $1,520,000 $40,000 2.70%
Other Real Estate $0 - -
Cars $39,000 ($1,000) (2.50%)
Personal Property $705 $705 -
Other $30,000 - -
$3,733,717 ($37,317) (0.99%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $718,000 ($3,000) (0.42%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $5,000 ($2,300) (31.51%)
Car Loans $0 - -
Other $0 - -
Total Debts $723,000 ($5,300) (0.73%)
Net Worth $3,010,717 ($32,017) (1.05%)
*All values shown in USD ($)
Notes:
Overall NW gain for this month is 0.9% liquid NW=705K update for July, planning to payoff property tax/bond to reduce tax roll and expense in the long run, increase the property value to reflect this.

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