Sjwwalsh's Net Worth for December 2009


Assets Value Change ($) Change (%)
Cash $4,240 $1,448 51.86%
Stocks $26,229 $1,252 5.01%
Bonds $0 - -
Annuities $0 - -
Retirement $21,455 $954 4.65%
Home $0 - -
Other Real Estate $0 - -
Cars $5,075 ($400) (7.31%)
Personal Property $0 - -
Other Assets $1,169 ($914) (43.88%)
$58,168 $2,340 4.19%
 
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 $58,168 $2,340 4.19%
*All values shown in USD ($)
Notes:
Not a bad end of the year, much better than last. Working on saving cash for downpayment and less on stock/options investing. Decided to keep next year's net worth goal the same since it may be a flat year. Really going to rely on international markets for any growth. 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 September 2010 Dec 2009 Net Worth (age 26): $50,000 (met this goal!) Dec 2010 Net Worth (age 27): $80,000

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