Sjwwalsh's Net Worth for December 2010


Assets Value Change ($) Change (%)
Cash $11,640 ($1,481) (11.29%)
Stocks $38,904 $2,676 7.39%
Bonds $0 - -
Annuities $0 - -
Retirement $34,927 $3,566 11.37%
Home $0 - -
Other Real Estate $0 - -
Cars $4,675 $100 2.19%
Personal Property $0 - -
Other Assets $2,648 $308 13.16%
$92,794 $5,169 5.90%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $7,686 ($20) (0.26%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $7,686 ($20) (0.26%)
Net Worth $85,108 $5,189 6.49%
*All values shown in USD ($)
Notes:
What a year! Despite the fact that I have incurred student debt and have been paying very large school payments, I was able to surpass my goal by $5,000 due to a strong finish on my investments. Next year it should be interesting to see how the market performs, but I am planning conservatively and estimate my net worth in Dec. 2011 to be approximately $105,000. While I will continue to incur substantial tuition debt, this will be offset by the lumpsum pension I become vested in February. I will plan on my salary staying flat and contributing 11% (including company match) to my 401k and an additional 6.5% to my mutual funds. Happy New Year's and good luck everyone with their own goals! 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 (actual $58,168) Dec 2010 Net Worth (age 27): $80,000 (actual $85,184) Dec 2011 Net Worth (age 28): $105,000

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