ramrodbenchwood's Net Worth for July 2011


Assets Value Change ($) Change (%)
Cash $143,897 $441 0.31%
Stocks $4,366 ($2,135) (32.84%)
Bonds $0 - -
Annuities $0 - -
Retirement $194,052 ($15,449) (7.37%)
Home $475,000 ($25,000) (5.00%)
Other Real Estate $0 - -
Cars $19,550 - -
Personal Property $0 - -
Other Assets $6,452 $176 2.80%
$843,317 ($41,967) (4.74%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $398,402 ($476) (0.12%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $6,475 ($390) (5.68%)
Other Debts $0 - -
Total Debts $404,877 ($866) (0.21%)
Net Worth $438,440 ($41,101) (8.57%)
*All values shown in USD ($)
Notes:
OTHER = 529 College Plan We finished our bathroom project and now officially have our home on the market. (We listed the property at $484K. I also downgraded my home value from $500K to $475K based on current market conditions.) Stocks & retirement accounts took a huge beating due to the stock market tanking. I looked at this as an opportunity to double down - just bought 8K worth of Vanguard 500 fund in our IRA's (2K was transferred from Cash, the other $6K was rebalanced out of a bond fund from within the IRA). Cash has recovered after the construction and should be increasing at a $7K - $10K per month clip based on my projected commissions thru the end of the year.

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