Target2017's Net Worth for February 2015


Assets Value Change ($) Change (%)
Cash $439,900 ($47,461) (9.74%)
Stocks $534,200 $17,892 3.47%
Bonds $275,000 $17,000 6.59%
Retirement $561,000 $14,193 2.60%
Home $1,517,000 $17,000 1.13%
Cars $72,000 - -
Personal Property $10,000 - -
Other Assets $20,130 $72 0.36%
$3,429,230 $18,696 0.55%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $756,000 ($614) (0.08%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $14,800 $8,800 146.67%
Car Loans $0 - -
Other Debts $24,000 $24,000 -
Total Debts $794,800 $32,186 4.22%
Net Worth $2,634,430 ($13,490) (0.51%)
*All values shown in USD ($)
Notes:
added VOO and HYD; Set up automatic investment for these two. Also paid the vacation on the credit card (credit card are paid off each month) Added a special tax debt of 24K for IRS payment.

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