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Net Worth Report for April 2008

Assets   $ Diff % Diff
Cash $18,768 $1,162 6.60 %
Stocks $14,220 $4,553 47.10 %
Bonds $341 $341 -
Annuities $0 $0 -
Retirement $25,002 $1,874 8.10 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $5,800 ($150) -2.52 %
Personal Property $0 $0 -
Other $450 $0 0.00 %
Total Assets $64,581 $7,780 13.70 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $13,922 ($212) -1.50 %
Credit Card $585 $585 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $14,507 $373 2.64 %
 
Net Worth $50,074 $7,407 17.36 %
Net Worth History Chart
Monthly Entry
My employee stock purchase plan is reflected in my stocks this month - my contributions for the last 6 months have been used to purchase HP stock. I plan to sell this immediately.

I bought a PS3 with my yet-to-be received tax rebate and put it on my credit card.

I forgot about it until now, but I have a Treasury savings bond that I was given for Christmas a few years ago. My mom is mailing me the info on that, since I haven't touched it since then and apparently I was still living at home when I got it.

I hit my $50k net worth milestone!
Posted on 5/1/2008 at 8:38 AM | Comments (0)

Net Worth Report for March 2008

Assets   $ Diff % Diff
Cash $17,606 ($1,162) -6.19 %
Stocks $9,667 ($73) -0.75 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $23,128 $468 2.07 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $5,950 ($425) -6.67 %
Personal Property $0 $0 -
Other $450 $0 0.00 %
Total Assets $56,801 ($1,192) -2.06 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $14,134 ($213) -1.48 %
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $14,134 ($213) -1.48 %
 
Net Worth $42,667 ($979) -2.24 %
Net Worth History Chart
Monthly Entry
Ended the month halfway through a trip to Morocco.
Posted on 4/16/2008 at 5:13 PM | Comments (0)

Net Worth Report for February 2008

Assets   $ Diff % Diff
Cash $18,768 $1,136 6.44 %
Stocks $9,740 ($139) -1.41 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $22,660 $474 2.14 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $6,375 ($200) -3.04 %
Personal Property $0 $0 -
Other $450 $0 0.00 %
Total Assets $57,993 $1,271 2.24 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $14,347 ($210) -1.44 %
Credit Card $0 ($335) -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $14,347 ($545) -3.66 %
 
Net Worth $43,646 $1,816 4.34 %
Net Worth History Chart
Monthly Entry
Stocks were mostly stable. No major gains or losses. Credit card happens to be paid off n ow.
Posted on 3/4/2008 at 12:23 PM | Comments (0)