Sjwwalsh's Net Worth for November 2010


Assets Value Change ($) Change (%)
Cash $13,121 $2,011 18.10%
Stocks $36,228 $221 0.61%
Bonds $0 - -
Annuities $0 - -
Retirement $31,361 $92 0.29%
Home $0 - -
Other Real Estate $0 - -
Cars $4,575 ($25) (0.54%)
Personal Property $0 - -
Other Assets $2,340 $16 0.69%
$87,625 $2,315 2.71%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $7,706 $5,457 242.64%
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $7,706 $5,457 242.64%
Net Worth $79,919 ($3,142) (3.78%)
*All values shown in USD ($)
Notes:
Ok, student loans hit...and even more than anticipated. It's ok though, I can't exactly afford too much more out of pocket and with subsidized loans at 4.5%...I am not complaining. I am pleased to announce that I am now a "junior" and have officially 10 months of school left! I was a little inaccurate when I described last month as "excellent." The economy is nowhere near good, but my particular investments just happened to do very well. Maybe that's because a very good portion of my money is invested overseas...hmmm. Anyway I am still on track for my $80,000 goal for the end of the year. I am expected some significant out of pocket expenses for school payments, but my investments should offset the difference even if the market is flat. 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): $80,000

Comments