Sjwwalsh's Net Worth for April 2011


Assets Value Change ($) Change (%)
Cash $15,266 $24 0.16%
Stocks $43,245 $1,666 4.01%
Bonds $0 - -
Annuities $0 - -
Retirement $58,853 $2,730 4.86%
Home $0 - -
Other Real Estate $0 - -
Cars $5,325 $425 8.67%
Personal Property $0 - -
Other Assets $2,524 $76 3.10%
$125,213 $4,921 4.09%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $8,145 $13 0.16%
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $8,145 $13 0.16%
Net Worth $117,068 $4,908 4.38%
*All values shown in USD ($)
Notes:
I seem to have a poor record successfully estimating my end of year net worth goals. While I do have $10,000 left of student loans that will be dispersed, I have still met my end of year goal and it is only May. I am revising my goal to now be between $120-125,000. 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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