Target2017's Net Worth for November 2014


Assets Value Change ($) Change (%)
Cash $635,239 ($221,861) (25.89%)
Stocks $405,756 $16,190 4.16%
Bonds $253,000 $253,000 -
Retirement $551,115 $35,798 6.95%
Home $1,490,000 $90,000 6.43%
Cars $72,000 ($18,000) (20.00%)
Personal Property $10,000 $10,000 -
Other Assets $0 - -
$3,417,110 $165,127 5.08%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $759,914 ($1,686) (0.22%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $759,914 ($1,686) (0.22%)
Net Worth $2,657,196 $166,813 6.70%
*All values shown in USD ($)
Notes:
I have been reading Tony Robbins' money master book and started to diversify my portfolio a bit. The retirement account seems to be on track comparing to others in my age group. value minus debt is about 1,145,000; goal is to reach 1,400,000 in 2017 Cash value of the networth minus home 2.65M-1.49M=1.16M

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