mtthomso's Net Worth for May 2018


Assets Value Change ($) Change (%)
Cash $124,511 $257 0.21%
Stocks $81,388 $4,309 5.59%
Bonds $3,562 ($1,355) (27.56%)
Retirement $596,007 $8,709 1.48%
Home $1,540,000 $10,000 0.65%
Other Real Estate $1,364,000 $5,730 0.42%
Cars $12,000 - -
Personal Property $20,000 - -
Crypto $105,573 ($3,871) (3.54%)
$3,847,041 $23,779 0.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $966,210 ($1,698) (0.18%)
Rental Property Mortgages $765,065 ($1,724) (0.22%)
Credit Cards $0 - -
Total Debts $1,731,275 ($3,422) (0.20%)
Net Worth $2,115,766 $27,201 1.30%
*All values shown in USD ($)
Notes:
Good, steady month.

Financial Goals for 2018:
1) Net Worth of $2.5MM
2) Retirement total of $650K
3) Average net passive income of $7k/month
4) Spend at least $7K on family vacations
5) Rollover ex employer retirement plans and make Roth changes
6) Tithe

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