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Net Worth Report for January 2008

Assets   $ Diff % Diff
Cash $37,000 $15,000 68.18 %
Stocks $0 $0 -
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $280,000 $0 0.00 %
Home $2,100,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $30,000 $0 0.00 %
Personal Property $10,000 $0 0.00 %
Other $26,000 $0 0.00 %
Total Assets $2,483,000 $15,000 0.61 %
Debts   $ Diff % Diff
Home Mortgage(s) $1,500,000 ($190,000) -11.24 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $1,500,000 ($190,000) -11.24 %
 
Net Worth $983,000 $205,000 26.35 %
Net Worth History Chart
Monthly Entry
Made large deposit toward mortgage principal.

Added cash to emergency cache. Opened 17k CD for 6 months to get better interest rate out of emergency cache. The rest is kept in a hi yield savings acct.

Read Swensen's Uncommon Success about portfolio management and learned a lot.
Posted on 2/5/2008 at 3:33 AM | Comments (0)

Net Worth Report for December 2007

Assets   $ Diff % Diff
Cash $22,000 - -
Stocks $0 - -
Bonds $0 - -
Annuities $0 - -
Retirement $280,000 - -
Home $2,100,000 - -
Other Real Estate $0 - -
Cars $30,000 - -
Personal Property $10,000 - -
Other $26,000 - -
Total Assets $2,468,000 - -
Debts   $ Diff % Diff
Home Mortgage(s) $1,690,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $1,690,000 - -
 
Net Worth $778,000 - -
Net Worth History Chart
Monthly Entry
Posted on 1/8/2008 at 3:18 PM | Comments (1)