networthpey's Net Worth for July 2015


Assets Value Change ($) Change (%)
Cash $18,651 ($3,198) (14.64%)
Stocks $9,385 ($285) (2.95%)
Bonds $0 - -
Annuities $0 - -
Retirement $109,071 $428 0.39%
Home $415,000 $2,500 0.61%
Other Real Estate $0 - -
Cars $2,900 - -
Personal Property $2,000 - -
Other Assets $0 - -
$557,007 ($555) (0.10%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $251,044 ($578) (0.23%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,416 ($851) (37.54%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $252,460 ($1,429) (0.56%)
Net Worth $304,547 $874 0.29%
*All values shown in USD ($)
Notes:
Home valuation based on modified zillow.com estimates. With the Greek debt crisis, the stock market has seen a decent pullback this week. Dividends received during June of 2015: 04Jun2015 F $12.11 10Jun2015 TGT $26.00 15Jun2015 XOM $9.57 15Jun2015 DOV $13.60 22Jun2015 VWNDX $15.72 29Jun2015 XLF $23.09 30Jun2015 MWTIX $11.70 June totals: $111.79 2015 totals: $397.83 My 401(k) contributions are currently at 12% -- plus a 4% match -- and I'm also contributing $5,500 to the Roth IRA and trying to put a few thousand extra into a taxable investment account each year for dividend reinvestment in addition to saving whatever is left for a new home -- maybe in the year 2015. Prediction of net worth change: $1,500

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