Sjwwalsh's Net Worth for August 2011


Assets Value Change ($) Change (%)
Cash $13,805 ($3,537) (20.40%)
Stocks $40,336 ($2,478) (5.79%)
Bonds $0 - -
Annuities $0 - -
Retirement $59,249 ($1,389) (2.29%)
Home $0 - -
Other Real Estate $0 - -
Cars $5,075 ($75) (1.46%)
Personal Property $0 - -
Other Assets $1,708 ($401) (19.01%)
$120,173 ($7,880) (6.15%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $14,099 ($165) (1.16%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $14,099 ($165) (1.16%)
Net Worth $106,074 ($7,715) (6.78%)
*All values shown in USD ($)
Notes:
Not too much to say about this month, other than the financial news mentioning the worst August in 10 years. My year end goal may be a stretch but perhaps possible. 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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