orthokneepa's Net Worth for July 2010


Assets Value Change ($) Change (%)
Cash $61,147 $2,234 3.79%
Stocks $64,354 $4,533 7.58%
Bonds $200 - -
Annuities $0 - -
Retirement $91,799 $7,502 8.90%
Home $265,000 $750 0.28%
Other Real Estate $0 - -
Cars $5,500 ($300) (5.17%)
Personal Property $5,000 - -
Other Assets $16,000 - -
$509,000 $14,719 2.98%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $166,396 ($202) (0.12%)
Other Mortgage(s) $0 - -
Student Loans $30,241 ($114) (0.38%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $196,637 ($316) (0.16%)
Net Worth $312,363 $15,035 5.06%
*All values shown in USD ($)
Notes:
The Market had a fantastic July. Retirement and the taxible stock account reflect this. Fortunately this is a product of being very equity heavy. 10,000 of savings was transfered to stocks last month. I am up 15% on that investment so far. Real estate is 500k house that was purchased with fiance. Since we are not married Im only counting half the mortage and assessed value towards my net worth. Since area real estate appreciates at an average of 4% per year I will reflect this in my monthly net worth. (Currently at 750/ month for my interest in the house.) Extra jobs continues to help a great deal and cash continues to come in. At some point Ill will start a smaller emerency fund and deploy the cash elsewhere. Misc Asset is 2 karat engagement ring and platinum band. Ring is appraised at 16,000. Personal Property went up modestly as a large amount of item were purchased for the house. I do not want this to be a large portion of my net worth so it is a very conservative estimate. I will also begin to slowly depreciate my car. Now 29, net worth goal of $250,000 by 30 reached 9 months early. Personal net worth could be 350,000 by years end will be over 500,000 once married to fiance in September.

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