Sjwwalsh's Net Worth for January 2012


Assets Value Change ($) Change (%)
Cash $9,815 ($448) (4.37%)
Stocks $44,212 $3,613 8.90%
Bonds $0 - -
Annuities $0 - -
Retirement $70,886 $6,000 9.25%
Home $0 - -
Other Real Estate $0 - -
Cars $4,520 ($60) (1.31%)
Personal Property $0 - -
Other Assets $0 ($1,448) -
$129,433 $7,657 6.29%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $14,168 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $14,168 - -
Net Worth $115,265 $7,657 7.12%
*All values shown in USD ($)
Notes:
Not a bad month. Sold out some stocks (for a loss,) did well on my other investments, and received a promotion. Revised end of year goal to be $140,000. 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 $120,000 (actual $107,608) Dec 2012 Net Worth (age 29): $140,000

Comments