Sjwwalsh's Net Worth for September 2011


Assets Value Change ($) Change (%)
Cash $13,321 ($484) (3.51%)
Stocks $35,684 ($4,652) (11.53%)
Bonds $0 - -
Annuities $0 - -
Retirement $55,478 ($3,771) (6.36%)
Home $0 - -
Other Real Estate $0 - -
Cars $5,000 ($75) (1.48%)
Personal Property $0 - -
Other Assets $1,271 ($437) (25.59%)
$110,754 ($9,419) (7.84%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $14,221 $122 0.87%
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $14,221 $122 0.87%
Net Worth $96,533 ($9,541) (8.99%)
*All values shown in USD ($)
Notes:
Well, my year end goal is out of the question. The good news is that my student loans have peaked finally! 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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