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billmull

40-44 years old : MAPhD : 100,000 - 149,999 income : Arts, Entertainment & Media : VA

Net Worth Report for May 2008

Assets		$ Diff	% Diff
Cash	$61,621	$1,408	2.34 %
Stocks	$22,709	$611	2.76 %
Bonds	$10,097	$56	0.56 %
Annuities	$0	$0	-
Retirement	$371,600	$9,725	2.69 %
Home	$0	$0	-
Other Real Estate	$0	$0	-
Cars	$3,092	$118	3.97 %
Personal Property	$2,500	$0	0.00 %
Other	$2,926	$122	4.35 %
Total Assets	$474,545	$12,040	2.60 %

Debts		$ Diff	% Diff
Home Mortgage(s)	$0	$0	-
Other Mortgage(s)	$0	$0	-
Student Loans	$0	$0	-
Credit Card	$0	$0	-
Car Loans	$0	$0	-
Other	$0	$0	-
Total Debts	$0	$0	-

Net Worth	$474,545	$12,040	2.60 %

Net Worth History Chart

Monthly Entry

Other Assets = Health Savings Account

Net Worth Report for April 2008

Assets		$ Diff	% Diff
Cash	$60,213	($3,201)	-5.05 %
Stocks	$22,098	$4,419	25.00 %
Bonds	$10,041	$733	7.87 %
Annuities	$0	$0	-
Retirement	$361,875	$17,875	5.20 %
Home	$0	$0	-
Other Real Estate	$0	$0	-
Cars	$2,974	($68)	-2.24 %
Personal Property	$2,500	$0	0.00 %
Other	$2,804	$144	5.41 %
Total Assets	$462,505	$19,902	4.50 %

Debts		$ Diff	% Diff
Home Mortgage(s)	$0	$0	-
Other Mortgage(s)	$0	$0	-
Student Loans	$0	$0	-
Credit Card	$0	$0	-
Car Loans	$0	$0	-
Other	$0	$0	-
Total Debts	$0	$0	-

Net Worth	$462,505	$19,902	4.50 %

Net Worth History Chart

Monthly Entry

Other Assets = Health Savings Account

Net Worth Report for March 2008

Assets		$ Diff	% Diff
Cash	$63,414	$3,009	4.98 %
Stocks	$17,679	$125	0.71 %
Bonds	$9,308	$647	7.47 %
Annuities	$0	$0	-
Retirement	$344,000	($16,700)	-4.63 %
Home	$0	$0	-
Other Real Estate	$0	$0	-
Cars	$3,042	($69)	-2.22 %
Personal Property	$2,500	$0	0.00 %
Other	$2,660	$168	6.74 %
Total Assets	$442,603	($12,820)	-2.81 %

Debts		$ Diff	% Diff
Home Mortgage(s)	$0	$0	-
Other Mortgage(s)	$0	$0	-
Student Loans	$0	$0	-
Credit Card	$0	$0	-
Car Loans	$0	$0	-
Other	$0	$0	-
Total Debts	$0	$0	-

Net Worth	$442,603	($12,820)	-2.81 %

Net Worth History Chart

Monthly Entry

Other Assets = Health Savings Account

Profile

Member Since:: June 2007
Last Login:: 5/3/08
Profile Views:: 169
Why I joined NetworthIQ:: Allows me to track how my net worth changes over time.
Best Financial Decision:: Not buying a condo at the peak of the market in 2005.
Worst Financial Decision:: Not saving money in a Roth IRA sooner.
Current Financial Strategy:: Most of my assets are tied up in retirement accounts. My goal is to save more money after taxes in order to be more tax diversified.
How I manage my money:: Rule #1 is to stay out of debt. When I am ready to buy a place to live I will take out a mortgage, but this is the only acceptable debt.
Tools I use:: Excel spreadsheets that I created myself.
Favorite Financial Personalities:: Warren Buffet

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