utopium's Net Worth for August 2012


Assets Value Change ($) Change (%)
Cash $74,000 $13,300 21.91%
Stocks $139,000 $13,000 10.32%
Bonds $1,157 - -
Retirement $265,000 - -
Home $290,000 - -
Other Real Estate $768,000 - -
Cars $25,000 - -
Personal Property $0 - -
Other Assets $1,500 - -
$1,563,657 $26,300 1.71%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $261,200 ($800) (0.31%)
Other Mortgage(s) $554,569 ($431) (0.08%)
Credit Cards $7,500 $1,500 25.00%
Other Debts $0 - -
Total Debts $823,269 $269 0.03%
Net Worth $740,388 $26,031 3.64%
*All values shown in USD ($)
Notes:
Highlights: Saving cash like mad. started refinance on primary home (2.7% w/ paying 1.75 pts, no cash out). New payment should be about ~100 more but we will pay off 12 years earlier. Plan to pay off second mortgage as soon as we close on the refi. Lowlights: Wow are we still spending ( $7,500 in credit card that we pay off every month). Need to take a second look at the budget. Commentary: Just shy of 750K. If stock market holds up I will be at 750K at the end of Sept. Need to determine how to invest all the cash I am accumulating now.

Comments