Assets___________$ Amount______$ Diff_____% Diff Stocks_*__________$16,491_____-$7,486______n/a % Retirement_______$347,568_____-$1,261____-0.36 % Properties_______$942,757______$4,815_____0.51 % Debts____________$ Amount_____$ Diff_____% Diff Home Mortgage(s)_$363,441________-$81____-0.02 % Net Worth________$943,376_____-$3,851____-0.41 %
* the Stocks figure is portfolio value - margin loans. As my portfolio value (and margin loan debt) is around $500,000 relatively small movements in the stock market produce huge percentage swings in the net value of my stock portfolio each month.
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