Sjwwalsh's Net Worth for July 2010


Assets Value Change ($) Change (%)
Cash $9,049 $8 0.09%
Stocks $31,357 $2,744 9.59%
Bonds $0 - -
Annuities $0 - -
Retirement $26,334 $2,601 10.96%
Home $0 - -
Other Real Estate $0 - -
Cars $4,925 $25 0.51%
Personal Property $0 - -
Other Assets $1,814 $149 8.95%
$73,479 $5,527 8.13%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $5,250 $5,250 -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $5,250 $5,250 -
Net Worth $68,229 $277 0.41%
*All values shown in USD ($)
Notes:
It hurts a little to finally have some debt, but it'll be well worth it. I am revising my 2010 end of year goal due to school. Not only will there be a very large monthly tuition bill, I will also accrue about $24,000 in student loans between now and Dec. 2011 when I expect to graduate. New revision for 2010 net worth is $10,000 less, with $70,000 being my new goal. Not ideal, but still 40% increase over 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: Dec 2009 Net Worth (age 26): $50,000 (met this goal!) Dec 2010 Net Worth (age 27): $70,000 (revised from $80,000 due to full time enrollment in school.)

Comments