UTex08's Net Worth for January 2019


Assets Value Change ($) Change (%)
Cash $41,656 ($16,794) (28.73%)
Stocks $125,418 $21,231 20.38%
Bonds $0 - -
Annuities $0 - -
Retirement $479,619 $17,531 3.79%
Home $618,000 $11,018 1.82%
Other Real Estate $190,000 $1,086 0.57%
Cars $17,950 ($500) (2.71%)
Personal Property $0 - -
Other Assets $0 - -
$1,472,643 $33,572 2.33%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $455,341 ($687) (0.15%)
Other Mortgage(s) $65,174 ($386) (0.59%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $520,515 ($1,073) (0.21%)
Net Worth $952,128 $34,645 3.78%
*All values shown in USD ($)
Notes:
IRA's maxed out for 2019 via Roth conversion. The next few months we'll be working on maxing out our 401k's. Continuing to put $1,000/month into our daughter's 529 college fund.

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