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Net Worth Report for July 2007

Assets   $ Diff % Diff
Cash $2,000 - -
Stocks $11,000 - -
Bonds $0 - -
Annuities $0 - -
Retirement $3,045,000 - -
Home $120,000 - -
Other Real Estate $160,000 - -
Cars $500 - -
Personal Property $15,000 - -
Other $0 - -
Total Assets $3,353,500 - -
Debts   $ Diff % Diff
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $100 - -
Car Loans $0 - -
Other $2,000 - -
Total Debts $2,100 - -
 
Net Worth $3,351,400 - -
Net Worth History Chart
Monthly Entry
Roth IRA= $2,930,000 IRA rollover from 401 K= $115,000

Notes: Main driver to stock portfolio since last report around a $600,000 paper gain from 11,300 shares of Heritage Oil-Canada.
Posted on 7/15/2007 at 8:35 PM | Comments (0)

Net Worth Report for April 2006

Assets   $ Diff % Diff
Cash $17,000 - -
Stocks $9,000 - -
Bonds $0 - -
Annuities $0 - -
Retirement $2,165,000 - -
Home $175,000 - -
Other Real Estate $0 - -
Cars $500 - -
Personal Property $10,000 - -
Other $0 - -
Total Assets $2,376,500 - -
Debts   $ Diff % Diff
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $300 - -
Car Loans $0 - -
Other $0 - -
Total Debts $300 - -
 
Net Worth $2,376,200 - -
Net Worth History Chart
Monthly Entry
Posted on 5/3/2006 at 8:51 PM | Comments (0)

Net Worth Report for February 2006

Assets   $ Diff % Diff
Cash $22,000 - -
Stocks $7,000 - -
Bonds $0 - -
Annuities $0 - -
Retirement $1,972,000 - -
Home $175,000 - -
Other Real Estate $0 - -
Cars $500 - -
Personal Property $10,000 - -
Other $0 - -
Total Assets $2,186,500 - -
Debts   $ Diff % Diff
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $500 - -
Car Loans $0 - -
Other $0 - -
Total Debts $500 - -
 
Net Worth $2,186,000 - -
Net Worth History Chart
Monthly Entry
Posted on 3/7/2006 at 12:34 PM | Comments (0)