Sjwwalsh's Net Worth for September 2010


Assets Value Change ($) Change (%)
Cash $9,667 ($59) (0.61%)
Stocks $34,372 $3,474 11.24%
Bonds $0 - -
Annuities $0 - -
Retirement $29,302 $3,259 12.51%
Home $0 - -
Other Real Estate $0 - -
Cars $4,675 ($225) (4.59%)
Personal Property $0 - -
Other Assets $2,181 $50 2.35%
$80,197 $6,499 8.82%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $2,249 ($2,926) (56.54%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $2,249 ($2,926) (56.54%)
Net Worth $77,948 $9,425 13.75%
*All values shown in USD ($)
Notes:
Mutual Funds and Retirement account all went up quite a bit. I received a small raise that I have put 1% extra towards my 401k starting next month. I also put the only tuition assistance I will receive this year from my employer towards my unsubsidized loan total. Although I have seemed to meet my goal for the year, I am expecting another $5300 to be added to my tuition loan by year end. 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