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Net Worth Report for June 2007

Assets   $ Diff % Diff
Cash $280,000 $0 0.00 %
Stocks $920,000 $20,000 2.22 %
Bonds $24,000 $0 0.00 %
Annuities $0 $0 -
Retirement $100,000 $0 0.00 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $56,000 $6,000 12.00 %
Total Assets $1,380,000 $26,000 1.92 %
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 $1,380,000 $26,000 1.92 %
Net Worth History Chart
Monthly Entry
No real estate exposure - looking to initiate exposure (risk is that the market may go down after purchase). Most of my assets are financial (stocks and bonds) so would be good to have some hard assets.

Net Worth Report for May 2007

Assets   $ Diff % Diff
Cash $280,000 - -
Stocks $900,000 - -
Bonds $24,000 - -
Annuities $0 - -
Retirement $100,000 - -
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $50,000 - -
Total Assets $1,354,000 - -
Debts   $ Diff % Diff
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $0 - -
 
Net Worth $1,354,000 - -
Net Worth History Chart
Monthly Entry
No real estate exposure - looking to initiate exposure (risk is that the market may go down after purchase). Most of my assets are financial (stocks and bonds) so would be good to have some hard assets.

Net Worth Report for February 2007

Assets   $ Diff % Diff
Cash $350,000 - -
Stocks $820,000 - -
Bonds $24,000 - -
Annuities $0 - -
Retirement $100,000 - -
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $20,000 - -
Total Assets $1,314,000 - -
Debts   $ Diff % Diff
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $0 - -
 
Net Worth $1,314,000 - -
Net Worth History Chart
Monthly Entry
No real estate exposure - looking to initiate exposure (risk is that the market may go down after purchase). Most of my assets are financial (stocks and bonds) so would be good to have some hard assets.