Sjwwalsh's Net Worth for September 2009


Assets Value Change ($) Change (%)
Cash $1,710 ($1,331) (43.77%)
Stocks $21,904 $2,343 11.98%
Bonds $0 - -
Annuities $0 - -
Retirement $18,669 $1,080 6.14%
Home $0 - -
Other Real Estate $0 - -
Cars $5,775 - -
Personal Property $0 - -
Other Assets $2,267 $2,267 -
$50,325 $4,359 9.48%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $50,325 $4,359 9.48%
*All values shown in USD ($)
Notes:
I realized that I have a few people looking at my page, so I should write a bit more here. Cash is lower this month due to car maintenance that was expensive (timing belt) and moving some of my assets into a brokerage now listed under Other Assets. Overall, assets are up. Need new tires and new front brakes which I plan to spread over the next two months. Reached my net worth goal of $50,000 3 months early. May reevaluate 2010's goal depending on how my assets hold up between now and December. 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 and IRA plan Cars: 2004 Honda Civic, value determined at kbb.com Other Assets: Stocks and options Goals: House Downpayment and Closing Costs ~$20,000 July 2010 Dec 2009 Net Worth (age 26): $50,000 Dec 2010 Net Worth (age 27): $80,000

Comments