Sjwwalsh's Net Worth for June 2011


Assets Value Change ($) Change (%)
Cash $16,640 $1,185 7.67%
Stocks $42,964 ($2,421) (5.33%)
Bonds $0 - -
Annuities $0 - -
Retirement $59,980 $730 1.23%
Home $0 - -
Other Real Estate $0 - -
Cars $5,275 ($50) (0.94%)
Personal Property $0 - -
Other Assets $2,291 $28 1.24%
$127,150 ($528) (0.41%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $11,109 ($80) (0.71%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $11,109 ($80) (0.71%)
Net Worth $116,041 ($448) (0.38%)
*All values shown in USD ($)
Notes:
Stocks went down a bit, probably due to my international exposure. Retirement crept up a bit with my more conservative approach. Overall a good month with a lowering of debt and an increase in cash. 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 $120,000

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