sjwwalsh's Net Worth for March 2015


Assets Value Change ($) Change (%)
Cash $8,267 $650 8.53%
Stocks $10,246 ($124) (1.20%)
Bonds $0 - -
Annuities $0 - -
Retirement $202,371 $2,411 1.21%
Home $415,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$635,884 $2,937 0.46%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $379,425 ($539) (0.14%)
Other Mortgage(s) $0 - -
Student Loans $7,673 ($100) (1.29%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $387,098 ($639) (0.16%)
Net Worth $248,786 $3,576 1.46%
*All values shown in USD ($)
Notes:
Breakdown of Assets Cash: Savings in an ING account, I don't include checking balance here since the money is already planned for bills. Stocks: Mutual funds Retirement: Company 401k, IRA fund, and lump sum pension Other Assets: Stocks and options Goals: Dec 2015 Net Worth (age 32): $275,000 Dec 2014 Net Worth (age 31): $225,000 (actual $242,975) Dec 2013 Net Worth (age 30): $155,000 (actual $188,725) Dec 2012 Net Worth (age 29): $140,000 (actual $127,913) Dec 2011 Net Worth (age 28): $105,000 $120,000 (actual $107,608) Dec 2010 Net Worth (age 27): $80,000 (actual $85,184) Dec 2009 Net Worth (age 26): $50,000 (actual $58,168)

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