mydogwantsmetoretire's Net Worth for December 2018


Assets Value Change ($) Change (%)
Cash $191,961 $12,301 6.85%
Stocks $285,322 ($24,126) (7.80%)
Bonds $0 - -
Annuities $0 - -
Retirement $871,887 ($54,853) (5.92%)
Home $365,000 - -
Other Real Estate $0 - -
Cars $65,000 ($1,000) (1.52%)
Personal Property $0 - -
Other Assets $0 - -
$1,779,170 ($67,678) (3.66%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $139,670 ($1,282) (0.91%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $139,670 ($1,282) (0.91%)
Net Worth $1,639,500 ($66,396) (3.89%)
*All values shown in USD ($)
Notes:
Not a great year but 2018 resulted in an 8%+ net worth increase over 2017. This was due to a strong savings rate in 2018, since the market did not really help with returns. Had some significant expenses in 2018, including a new car and several house repairs. Important note on cash: $125k of this amount is currently in short-term CDs with 2.25% - 2.75% interest. Will be planning for 2019 towards the end of January.

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