Paul Hatch Household [as of 31st December 2023]
 |
Must Have | On Track |
 |
Good To Have | Off Track |
 |
Nice To Have | Off Track |
Assets & Liabilities
New Asset 
New Liability
New Liability
| Assets | ||
 |
Tax - Advantaged Accounts | $ 350,000 |
 |
Taxable Accounts | $ 550,000 |
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| Liability | ||
 |
Mortgage | $ 750,000 |
 |
Credit Cards | $ 70,000 |
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Tax loss harvest opportunity
80% Efficient
$ 9,165.95
Save upto $ 2,749.79 in your income tax for FY 2016-17
| Asset Class | Over / Under | Action | |
|---|---|---|---|
| Value | Weight | ||
| Corporate Bonds | $ 9,711 | 1.08% | Buy |
| Municipals | $ 10,395 | 1.16% | Buy |
| International Fixed | $ -684 | -0.08% | Sell |
| High Yield Bonds | $ 22,158 | 2.46% | Buy |
| Large Cap Equity | $ 116,429 | 12.94% | Buy |
| Show More | |||
| US Equity | 49.03 % | |
| Fixed Income | 25.38 % | |
| Non-US Equity | 18.14 % | |
| Others | 7.45 % |
| Inflows | $ 145,000 | |
| Outflows | $ 84,000 | |
| Savings | $ 8,000 | |
| Expenses | $ 43,000 |