Networthpey's Net Worth for January 2015


Assets Value Change ($) Change (%)
Cash $13,702 ($2,423) (15.03%)
Stocks $7,346 $2,079 39.47%
Bonds $0 - -
Annuities $0 - -
Retirement $94,006 $1,386 1.50%
Home $405,000 $1,500 0.37%
Other Real Estate $0 - -
Cars $2,900 - -
Personal Property $2,000 - -
Other Assets $0 - -
$524,954 $2,542 0.49%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $253,704 ($1,016) (0.40%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,931 ($1,337) (31.33%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $256,635 ($2,353) (0.91%)
Net Worth $268,319 $4,895 1.86%
*All values shown in USD ($)
Notes:
Home valuation based on modified zillow.com estimates. I had to pay all my property taxes this month so that's why the credit card bill is so high; however the stock market continues to hit record highs so that certainly helped out with pushing the net worth higher. Dividends received during December of 2014: TGT 10Dec2014 $26.00 MWTIX 12Dec2014 $13.14 MINHX 16Dec2014 $122.92 SWPPX 16Dec2014 $324.86 JSMGX 17Dec2014 $247.61 FSTVX 19Dec2014 $405.04 VIMAX 22Dec2014 $31.52 VT 29Dec2014 $7.70 VO 29Dec2014 $54.75 VFIFX 29Dec2014 $274.55 AEO 30Dec2014 $15.63 XLF 30Dec2014 $26.21 December totals: $1549.93 2014 totals: $1871.65 My 401(k) contributions are currently at 9% -- plus a 4% match -- and I'm also contributing close to $5,500 to the Roth IRA and trying to put a few thousand extra into a taxable investment account each year. Prediction of net worth change: $5,000

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