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Net Worth Archive for 2007

Net Worth Report for December 2007

Assets   $ Diff % Diff
Cash $3,597 ($241) -6.28 %
Stocks $82 $9 12.33 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $16,184 $89 0.55 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,835 $0 0.00 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $21,698 ($143) -0.65 %
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 $21,698 ($143) -0.65 %
Net Worth History Chart
Monthly Entry
"Cash" = savings account #1 (EF) & savings account #3 (Travel Fund)
"Stocks" = non-registered mutual funds
"Other Assets" = savings account #2 (Condo Down Payment)
"Cars" = 2005 Yamaha Vino 49cc scooter (Kelley Blue Book retail value)

NOTE: all funds are in Canadian dollars (except for my vehicle which is in US dollars).

Please visit my personal finance blog, Give Me Back My Five Bucks to read more about my journey to financial freedom. :)
Posted on 12/8/2007 at 11:46 AM | Comments (0)

Net Worth Report for November 2007

Assets   $ Diff % Diff
Cash $3,838 $900 30.63 %
Stocks $73 ($6) -7.59 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $16,095 ($30) -0.19 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,835 $0 0.00 %
Personal Property $0 $0 -
Other $0 ($712) -
Total Assets $21,841 $152 0.70 %
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 ($1,170) -
Total Debts $0 ($1,170) -
 
Net Worth $21,841 $1,322 6.44 %
Net Worth History Chart
Monthly Entry
"Cash" = savings account #1 (EF) & savings account #3 (Travel Fund)
"Stocks" = non-registered mutual funds
"Other Assets" = savings account #2 (Condo Down Payment)
"Cars" = 2005 Yamaha Vino 49cc scooter (Kelley Blue Book retail value)

"Other Debts" = RRSP Loan

NOTE: all funds are in Canadian dollars (except for my vehicle which is in US dollars).

Please visit my personal finance blog, Give Me Back My Five Bucks to read more about my journey to financial freedom. :)
Posted on 11/9/2007 at 7:08 AM | Comments (0)

Net Worth Report for October 2007

Assets   $ Diff % Diff
Cash $2,938 $1,282 77.42 %
Stocks $79 ($2,011) -96.22 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $16,125 $79 0.49 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,835 $500 37.45 %
Personal Property $0 $0 -
Other $712 $1 0.14 %
Total Assets $21,689 ($149) -0.68 %
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 $1,170 ($2,550) -68.55 %
Total Debts $1,170 ($2,550) -68.55 %
 
Net Worth $20,519 $2,401 13.25 %
Net Worth History Chart
Monthly Entry
I pulled most of my non-registered mutual funds and put them towards my RRSP loan. I am also trying to save up a lot of cash into my EF, because as of November 18th, I will be unemployed (unless I find a job first).

Oh, and my scooter jumped $500 in value b/c I just added $850 worth of performance parts & labour to it. I will slowly decrease the value every month, but it will always remain at least $250 above market value.

"Cash" = savings account #1 & savings account #3
"Stocks" = non-registered mutual funds
"Other Assets" = savings account #2
"Cars" = 2005 Yamaha Vino 49cc scooter (Kelley Blue Book retail value)

"Other Debts" = RRSP Loan

NOTE: all funds are in Canadian dollars (except for my vehicle which is in US dollars).

Please visit my personal finance blog, Give Me Back My Five Bucks to read more about my journey to financial freedom. :)
Posted on 10/3/2007 at 2:02 PM | Comments (0)

Net Worth Report for September 2007

Assets   $ Diff % Diff
Cash $1,656 $453 37.66 %
Stocks $2,090 $67 3.31 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $16,046 $1,344 9.14 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,335 $0 0.00 %
Personal Property $0 $0 -
Other $711 $250 54.23 %
Total Assets $21,838 $2,114 10.72 %
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 $3,720 ($1,956) -34.46 %
Total Debts $3,720 ($1,956) -34.46 %
 
Net Worth $18,118 $4,070 28.97 %
Net Worth History Chart
Monthly Entry
"Cash" = savings account #1 & savings account #3
"Stocks" = non-registered mutual funds
"Other Assets" = savings account #2
"Cars" = 2005 Yamaha Vino 49cc scooter (Kelley Blue Book retail value)

"Other Debts" = RRSP Loan

NOTE: all funds are in Canadian dollars (except for my vehicle which is in US dollars).

Please visit my personal finance blog, Give Me Back My Five Bucks to read more about my journey to financial freedom. :)
Posted on 9/28/2007 at 6:33 AM | Comments (0)

Net Worth Report for August 2007

Assets   $ Diff % Diff
Cash $1,203 ($452) -27.31 %
Stocks $2,023 $3 0.15 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $14,702 $12,424 545.39 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,335 ($10) -0.74 %
Personal Property $0 $0 -
Other $461 ($1,991) -81.20 %
Total Assets $19,724 $9,974 102.30 %
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 $5,676 $5,676 -
Total Debts $5,676 $5,676 -
 
Net Worth $14,048 $4,298 44.08 %
Net Worth History Chart
Monthly Entry
"Cash" = savings account #1 & savings account #3
"Stocks" = non-registered mutual funds
"Other Assets" = savings account #2
"Cars" = 2005 Yamaha Vino 49cc scooter (Kelley Blue Book retail value)

"Other Debts" = RRSP Loan

NOTE: all funds are in Canadian dollars (except for my vehicle which is in US dollars).

Please visit my personal finance blog, Give Me Back My Five Bucks to read more about my journey to financial freedom. :)
Posted on 8/3/2007 at 6:54 AM | Comments (0)

Net Worth Report for July 2007

Assets   $ Diff % Diff
Cash $1,655 $204 14.06 %
Stocks $2,020 $2,020 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $2,278 $952 71.79 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,345 $0 0.00 %
Personal Property $0 $0 -
Other $2,452 $188 8.30 %
Total Assets $9,750 $3,364 52.68 %
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 $9,750 $3,364 52.68 %
Net Worth History Chart
Monthly Entry
Re-adjusted my categories. Moved my non-registered mutual funds into its own category to keep the amount separate from savings account #2.

"Cash" = savings account #1 (this is my emergency fund)
"Stocks" = non-registered mutual funds
"Other Assets" = savings account #2
"Cars" = 2005 Yamaha Vino 49cc scooter (Kelley Blue Book retail value)

NOTE: all funds are in Canadian dollars (except for my vehicle which is in US dollars). I also update each Monthly Entry bi-weekly, since I'm also updating the financial stats on my blog. I just like things to match up. :)
Posted on 7/6/2007 at 7:41 AM | Comments (0)

Net Worth Report for June 2007

Assets   $ Diff % Diff
Cash $1,451 $451 45.10 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $1,326 $104 8.51 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,345 $0 0.00 %
Personal Property $0 $0 -
Other $2,264 $1,234 119.81 %
Total Assets $6,386 $1,789 38.92 %
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 $6,386 $1,789 38.92 %
Net Worth History Chart
Monthly Entry
"Cash" = savings account #1 (this is my emergency fund)
"Other Assets" = savings account #2 (saving up for a condo down payment)
"Cars" = 2005 Yamaha Vino 49cc scooter (Kelley Blue Book retail value)

NOTE: all funds are in Canadian dollars (except for my vehicle which is in US dollars). I also update each Monthly Entry bi-weekly, since I'm also updating the financial stats on my blog. I just like things to match up. :)
Posted on 6/1/2007 at 8:36 AM | Comments (0)

Net Worth Report for May 2007

Assets   $ Diff % Diff
Cash $1,000 $214 27.23 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $1,222 $103 9.20 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,345 ($255) -15.94 %
Personal Property $0 $0 -
Other $1,030 $380 58.46 %
Total Assets $4,597 $442 10.64 %
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 ($861) -
Total Debts $0 ($861) -
 
Net Worth $4,597 $1,303 39.56 %
Net Worth History Chart
Monthly Entry
I AM DEBT FREE!!!!

Took some money out of my EF this month to pay for my eye glasses. When the medical claim comes back, I will put the money back in.

I updated the value of my 2005 50cc Yamaha Vino scooter (which I will do monthly from now on, according to the Kelley Blue Book "suggested retail value." Please note that this is in US funds. I will not be converting it over to Canadian funds, because the exchange rate doesn't give an accurate reflection of the true value of the vehicle).

"Cash" = savings account #1 (this is my emergency fund)
"Other Assets" = savings account #2 (saving up for a condo down payment)
"Other Debts" = line of credit

NOTE: all funds are in Canadian dollars (except for my vehicle). I also update each Monthly Entry bi-weekly, since I'm also updating the financial stats on my blog. I just like things to match up. :)
Posted on 5/1/2007 at 2:10 PM | Comments (0)

Net Worth Report for April 2007

Assets   $ Diff % Diff
Cash $786 $251 46.92 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $1,119 $116 11.57 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,600 $0 0.00 %
Personal Property $0 $0 -
Other $650 $299 85.19 %
Total Assets $4,155 $666 19.09 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 ($1,705) -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $861 ($1,438) -62.55 %
Total Debts $861 ($3,143) -78.50 %
 
Net Worth $3,294 $3,809 739.61 %
Net Worth History Chart
Monthly Entry
STUDENT LOAN FREE!!!

"Cash" = savings account #1
"Other Assets" = savings account #2
"Other Debts" = line of credit
Posted on 4/6/2007 at 1:48 PM | Comments (3)

Net Worth Report for March 2007

Assets   $ Diff % Diff
Cash $535 $200 59.70 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $1,003 $146 17.04 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,600 $0 0.00 %
Personal Property $0 $0 -
Other $351 $224 176.38 %
Total Assets $3,489 $570 19.53 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $1,705 ($1,954) -53.40 %
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $2,299 ($853) -27.06 %
Total Debts $4,004 ($2,807) -41.21 %
 
Net Worth ($515) $3,377 86.77 %
Net Worth History Chart
Monthly Entry
"Cash" = savings account #1
"Other Assets" = savings account #2
"Other Debts" = line of credit
Posted on 3/13/2007 at 11:11 PM | Comments (0)

Net Worth Report for February 2007

Assets   $ Diff % Diff
Cash $335 ($447) -57.16 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $857 $157 22.43 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,600 $0 0.00 %
Personal Property $0 $0 -
Other $127 $127 -
Total Assets $2,919 ($163) -5.29 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $3,659 ($597) -14.03 %
Credit Card $0 ($321) -
Car Loans $0 $0 -
Other $3,152 ($396) -11.16 %
Total Debts $6,811 ($1,314) -16.17 %
 
Net Worth ($3,892) $1,151 22.82 %
Net Worth History Chart
Monthly Entry
"Cash" = savings account #1
"Other Assets" = savings account #2
"Other Debts" = line of credit
Posted on 3/1/2007 at 4:13 PM | Comments (0)

Net Worth Report for January 2007

Assets   $ Diff % Diff
Cash $782 $75 10.61 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $700 $700 -
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $1,600 $0 0.00 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $3,082 $775 33.59 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $4,256 ($177) -3.99 %
Credit Card $321 ($115) -26.38 %
Car Loans $0 $0 -
Other $3,548 ($1,337) -27.37 %
Total Debts $8,125 ($1,629) -16.70 %
 
Net Worth ($5,043) $2,404 32.28 %
Net Worth History Chart
Monthly Entry
"Cash" = savings account (this is my emergency fund)
"Cars" = 2005 Yamaha Vino 49cc scooter (Kelley Blue Book retail value)
"Other Debts" = student line of credit

NOTE: all funds are in Canadian dollars (except for my vehicle which is in US dollars). I also update each Monthly Entry bi-weekly, since I'm also updating the financial stats on my blog. I just like things to match up. :)
Posted on 7/21/2007 at 9:46 PM | Comments (0)