Sjwwalsh's Net Worth for February 2010


Assets Value Change ($) Change (%)
Cash $6,085 $1,267 26.30%
Stocks $27,088 $806 3.07%
Bonds $0 - -
Annuities $0 - -
Retirement $22,029 $677 3.17%
Home $0 - -
Other Real Estate $0 - -
Cars $4,900 $125 2.62%
Personal Property $0 - -
Other Assets $1,158 $28 2.48%
$61,260 $2,903 4.97%
 
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 $61,260 $2,903 4.97%
*All values shown in USD ($)
Notes:
Decent growth across the board this month. Seeing that I'm not reaching my down payment goal as fast as I would like to, I've reallocated money from my mutual funds to cash. Hopefully this will be a short term, 6 month change. On a very positive note, net worth increased $38,000+ since Jan 2009!! 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

Comments