Sjwwalsh's Net Worth for July 2011


Assets Value Change ($) Change (%)
Cash $17,342 $702 4.22%
Stocks $42,814 ($150) (0.35%)
Bonds $0 - -
Annuities $0 - -
Retirement $60,638 $658 1.10%
Home $0 - -
Other Real Estate $0 - -
Cars $5,150 ($125) (2.37%)
Personal Property $0 - -
Other Assets $2,109 ($182) (7.94%)
$128,053 $903 0.71%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $14,264 $3,155 28.40%
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $14,264 $3,155 28.40%
Net Worth $113,789 ($2,252) (1.94%)
*All values shown in USD ($)
Notes:
Considering the market continuing to decline, I was able to increase assets by about $1000 (mostly through cash.) Overall net worth decrease by about $2200 though due to my second to last disbursement of students loans. Come September, my final student loan disbursement will occur (about $3100) and this will hopefully be the peak of my debt. Depending on the market, my modified year end net worth goal may be a challenge to meet. 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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