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Net Worth Update: January 2017 = $311,177.63 [Loss: $2,177.13]

Tuesday, January 31, 2017 1:25 PM

Below is the current month's net worth breakdown.  I have no credit card debt, education loans, or automobile loans.  Check account totals are not included in my net worth assessment. The market value of my primary residence is tracked by Zillow and my automobiles by Kelly Blue Book.


I've decided to update my net worth less frequently than in the past.  At one point I was doing it every month, but I think the most important months are January, June, and December to have a good perspective of how my net worth has developed throughout the year.  I may add additional months but mostly moving forward it will just be updated on those three months.

CURRENT TOTAL NET WORTH: $311,177.63 [Loss: $2,177.13]

TOTAL ASSETS: $529,319.25

Cash Assets: $826.92
Money Market (Emergency Fund): $826.92

Investments: $64,451.33
Mutual Funds: $27,595.85
401k: $35,184.93
Stocks & ETFs: $1,670.55

Physical Assets: $464,041.00
Market Value of Primary Residence: $458,370.00
Combined Value of Automobiles: $5,671.00


Mortgage Remaining $218,141.62

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