Target2017's Net Worth for July 2015


Assets Value Change ($) Change (%)
Cash $345,900 $10,499 3.13%
Stocks $715,029 $99,740 16.21%
Bonds $200,400 ($105,944) (34.58%)
Retirement $596,275 $2,275 0.38%
Home $1,580,000 ($200) (0.01%)
Cars $82,000 - -
Personal Property $538 $11 2.09%
Other Assets $31,010 - -
$3,551,152 $6,381 0.18%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $751,167 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,000 ($6,500) (68.42%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $754,167 ($6,500) (0.85%)
Net Worth $2,796,985 $12,881 0.46%
*All values shown in USD ($)
Notes:
Liquid Net Worth is 538K; reduced the bond holding by 100K and invested into internationals. track my liquid networth (in the personal property field, the personal property will be combined with Cars). Also, in order not to affect the overall network, the liquid networth will be scaled by 1000) Liquid networth will be all networth minus the value of the house and cars, as well as retirement accts. Other Assets is Lending Club Although the net worth has gone up, part of it is due to the increase in the value of the home. Subtracting off the value of the home, the liquid net worth is only about 1.2M. The goal is to get to about 2.4M beyond the home value.

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