Sjwwalsh's Net Worth for June 2010


Assets Value Change ($) Change (%)
Cash $9,041 $809 9.83%
Stocks $28,613 $55 0.19%
Bonds $0 - -
Annuities $0 - -
Retirement $23,733 ($143) (0.60%)
Home $0 - -
Other Real Estate $0 - -
Cars $4,900 ($75) (1.51%)
Personal Property $0 - -
Other Assets $1,665 ($40) (2.35%)
$67,952 $606 0.90%
 
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 $67,952 $606 0.90%
*All values shown in USD ($)
Notes:
Despite a poor market and an even worse 2Q, I am up overall...mostly due to cash. I have decided to attend school full time which shouldn't affect my investment at all and only prevent me from saving cash. For now the home ownership goal is on hold. 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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