shankka's Net Worth for January 2013


Assets Value Change ($) Change (%)
Cash $25,799 $6,252 31.98%
Stocks $4,421 $237 5.66%
Bonds $3,495 $105 3.10%
Annuities $0 - -
Retirement $123,347 $4,752 4.01%
Home $300,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$457,062 $11,346 2.55%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $261,904 ($2,096) (0.79%)
Other Mortgage(s) $0 - -
Student Loans $25,480 ($175) (0.68%)
Credit Cards $1,633 ($1,768) (51.98%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $289,017 ($4,039) (1.38%)
Net Worth $168,045 $15,385 10.08%
*All values shown in USD ($)
Notes:
Paid down my CC balances (though still never carry month-to-month). In an effort to more closely watch spending, I will try to keep balances to less than $300 w/in the month, making multiple payments in a months time if necessary, of course never carrying month-to-month balances. Slight increase in amount of monthly stock buys. Buying up Vanguard Dividend ETF. Increasing ROTH IRA contribution starting next month. Extra cash on-hand is a result of refinacing in December. This approx. $9K will go to replace windows in our home in the Spring.

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