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Net Worth Report for April 2008

Assets   $ Diff % Diff
Cash $36,216 ($230) -0.63 %
Stocks $0 $0 -
Bonds $271,036 ($603) -0.22 %
Annuities $0 $0 -
Retirement $343,155 $28,490 9.05 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $42,000 $0 0.00 %
Total Assets $692,407 $27,657 4.16 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $825 $550 200.00 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $825 $550 200.00 %
 
Net Worth $691,582 $27,107 4.08 %
Net Worth History Chart
Monthly Entry
Cash includes checking plus savings for projects. Bonds are a storing place for funds to buy house. Retirement includes 401K, Annuity and other funds. Other Assets is a private loan, not sure when I get it back. Split between Bonds and retirement is fuzzy. A bounce in the market but nothing really changed

Net Worth Report for March 2008

Assets   $ Diff % Diff
Cash $36,446 ($3,924) -9.72 %
Stocks $0 $0 -
Bonds $271,639 $22,179 8.89 %
Annuities $0 $0 -
Retirement $314,665 ($17,347) -5.22 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $42,000 $0 0.00 %
Total Assets $664,750 $908 0.14 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $275 $206 298.55 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $275 $206 298.55 %
 
Net Worth $664,475 $702 0.11 %
Net Worth History Chart
Monthly Entry
Cash includes checking plus savings for projects. Bonds are a storing place for funds to buy house. Retirement includes 401K, Annuity and other funds. Other Assets is a private loan, not sure when I get it back. Something funky happened with my bonds/retirement account. I may have mixed some retirement money into funds for bonds. The totals are good but the split is off.

Net Worth Report for February 2008

Assets   $ Diff % Diff
Cash $40,370 $326 0.81 %
Stocks $0 $0 -
Bonds $249,460 $6,385 2.63 %
Annuities $0 $0 -
Retirement $332,012 ($9,255) -2.71 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $42,000 $0 0.00 %
Total Assets $663,842 ($2,544) -0.38 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $69 ($2,261) -97.04 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $69 ($2,261) -97.04 %
 
Net Worth $663,773 ($283) -0.04 %
Net Worth History Chart
Monthly Entry
Cash includes checking plus savings for projects. Bonds are a storing place for funds to buy house. Retirement includes 401K, Annuity and other funds. Other Assets is a private loan which I expect to get back within six months. Switching to mid-month recording.