Sjwwalsh's Net Worth for February 2011


Assets Value Change ($) Change (%)
Cash $12,397 $458 3.84%
Stocks $40,267 $1,126 2.88%
Bonds $0 - -
Annuities $0 - -
Retirement $54,029 $4,618 9.35%
Home $0 - -
Other Real Estate $0 - -
Cars $4,600 - -
Personal Property $0 - -
Other Assets $2,591 ($77) (2.89%)
$113,884 $6,125 5.68%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $7,765 ($39) (0.50%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $7,765 ($39) (0.50%)
Net Worth $106,119 $6,164 6.17%
*All values shown in USD ($)
Notes:
Getting some decent returns and slowly paying off loans while I am still in school. Recalculated Pension plan for 1st quarter of 2011, hence the jump in retirement. Happy to have my net worth break the six digit mark! 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, IRA fund, and lump sum pension 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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