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Target2017's
Net Worth for July 2017
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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%)
Retirement
$746,386
$7,075
0.96%
Home
$1,520,000
$40,000
2.70%
Cars
$39,000
($1,000)
(2.50%)
Personal Property
$705
$705
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Other Assets
$30,000
-
-
Total Assets
$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
-
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Other Debts
$0
-
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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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