Sjwwalsh's Net Worth for March 2011


Assets Value Change ($) Change (%)
Cash $15,242 $2,845 22.95%
Stocks $41,579 $1,312 3.26%
Bonds $0 - -
Annuities $0 - -
Retirement $56,123 $2,094 3.88%
Home $0 - -
Other Real Estate $0 - -
Cars $4,900 $300 6.52%
Personal Property $0 - -
Other Assets $2,448 ($143) (5.52%)
$120,292 $6,408 5.63%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $8,132 $367 4.73%
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $8,132 $367 4.73%
Net Worth $112,160 $6,041 5.69%
*All values shown in USD ($)
Notes:
Still keeping at my goals and so far, meeting or exceeding them. Although it may seem that I already achieved my end of year goal of $105,000, I still have roughly $10,000 left in loans not yet dispersed. Still hoping for an Oct 2011 graduation.... 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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