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Net Worth Archive for 2004

Net Worth Report for December 2004

Assets   $ Diff % Diff
Cash $45,500 $700 1.56 %
Stocks $171,900 ($1,600) -0.92 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $130,800 $4,700 3.73 %
Home $656,000 $400 0.06 %
Other Real Estate $0 $0 -
Cars $20,100 ($300) -1.47 %
Personal Property $0 $0 -
Other $62,600 $9,500 17.89 %
Total Assets $1,086,900 $13,400 1.25 %
Debts   $ Diff % Diff
Home Mortgage(s) $263,800 ($800) -0.30 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $263,800 ($800) -0.30 %
 
Net Worth $823,100 $14,200 1.76 %
Net Worth History Chart
Monthly Entry

Net Worth Report for November 2004

Assets   $ Diff % Diff
Cash $44,800 ($2,000) -4.27 %
Stocks $173,500 $3,100 1.82 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $126,100 $5,600 4.65 %
Home $655,600 $0 0.00 %
Other Real Estate $0 $0 -
Cars $20,400 ($600) -2.86 %
Personal Property $0 $0 -
Other $53,100 $0 0.00 %
Total Assets $1,073,500 $6,100 0.57 %
Debts   $ Diff % Diff
Home Mortgage(s) $264,600 ($400) -0.15 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $264,600 ($400) -0.15 %
 
Net Worth $808,900 $6,500 0.81 %
Net Worth History Chart
Monthly Entry

Net Worth Report for October 2004

Assets   $ Diff % Diff
Cash $46,800 ($600) -1.27 %
Stocks $170,400 $14,400 9.23 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $120,500 $2,300 1.95 %
Home $655,600 $12,400 1.93 %
Other Real Estate $0 $0 -
Cars $21,000 ($100) -0.47 %
Personal Property $0 $0 -
Other $53,100 $0 0.00 %
Total Assets $1,067,400 $28,400 2.73 %
Debts   $ Diff % Diff
Home Mortgage(s) $265,000 ($400) -0.15 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $265,000 ($400) -0.15 %
 
Net Worth $802,400 $28,800 3.72 %
Net Worth History Chart
Monthly Entry

Net Worth Report for September 2004

Assets   $ Diff % Diff
Cash $47,400 ($26,300) -35.69 %
Stocks $156,000 $4,200 2.77 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $118,200 $2,500 2.16 %
Home $643,200 $0 0.00 %
Other Real Estate $0 $0 -
Cars $21,100 ($100) -0.47 %
Personal Property $0 $0 -
Other $53,100 $26,600 100.38 %
Total Assets $1,039,000 $6,900 0.67 %
Debts   $ Diff % Diff
Home Mortgage(s) $265,400 ($300) -0.11 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $265,400 ($300) -0.11 %
 
Net Worth $773,600 $7,200 0.94 %
Net Worth History Chart
Monthly Entry

Net Worth Report for August 2004

Assets   $ Diff % Diff
Cash $73,700 ($2,100) -2.77 %
Stocks $151,800 ($7,800) -4.89 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $115,700 $2,000 1.76 %
Home $643,200 $0 0.00 %
Other Real Estate $0 $0 -
Cars $21,200 ($500) -2.30 %
Personal Property $0 $0 -
Other $26,500 $0 0.00 %
Total Assets $1,032,100 ($8,400) -0.81 %
Debts   $ Diff % Diff
Home Mortgage(s) $265,700 ($400) -0.15 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $265,700 ($400) -0.15 %
 
Net Worth $766,400 ($8,000) -1.03 %
Net Worth History Chart
Monthly Entry

Net Worth Report for July 2004

Assets   $ Diff % Diff
Cash $75,800 $6,600 9.54 %
Stocks $159,600 ($16,300) -9.27 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $113,700 $800 0.71 %
Home $643,200 $12,300 1.95 %
Other Real Estate $0 $0 -
Cars $21,700 ($100) -0.46 %
Personal Property $0 $0 -
Other $26,500 $0 0.00 %
Total Assets $1,040,500 $3,300 0.32 %
Debts   $ Diff % Diff
Home Mortgage(s) $266,100 ($400) -0.15 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $266,100 ($400) -0.15 %
 
Net Worth $774,400 $3,700 0.48 %
Net Worth History Chart
Monthly Entry

Net Worth Report for June 2004

Assets   $ Diff % Diff
Cash $69,200 ($900) -1.28 %
Stocks $175,900 $9,400 5.65 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $112,900 ($7,800) -6.46 %
Home $630,900 $0 0.00 %
Other Real Estate $0 $0 -
Cars $21,800 $200 0.93 %
Personal Property $0 $0 -
Other $26,500 $0 0.00 %
Total Assets $1,037,200 $900 0.09 %
Debts   $ Diff % Diff
Home Mortgage(s) $266,500 ($400) -0.15 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $266,500 ($400) -0.15 %
 
Net Worth $770,700 $1,300 0.17 %
Net Worth History Chart
Monthly Entry

Net Worth Report for May 2004

Assets   $ Diff % Diff
Cash $70,100 ($27,400) -28.10 %
Stocks $166,500 $8,900 5.65 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $120,700 $3,500 2.99 %
Home $630,900 $0 0.00 %
Other Real Estate $0 $0 -
Cars $21,600 $0 0.00 %
Personal Property $0 $0 -
Other $26,500 $26,500 -
Total Assets $1,036,300 $11,500 1.12 %
Debts   $ Diff % Diff
Home Mortgage(s) $266,900 ($400) -0.15 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $266,900 ($400) -0.15 %
 
Net Worth $769,400 $11,900 1.57 %
Net Worth History Chart
Monthly Entry

Net Worth Report for April 2004

Assets   $ Diff % Diff
Cash $97,500 $6,100 6.67 %
Stocks $157,600 ($20,600) -11.56 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $117,200 $7,200 6.55 %
Home $630,900 $12,400 2.00 %
Other Real Estate $0 $0 -
Cars $21,600 ($400) -1.82 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $1,024,800 $4,700 0.46 %
Debts   $ Diff % Diff
Home Mortgage(s) $267,300 ($400) -0.15 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $267,300 ($400) -0.15 %
 
Net Worth $757,500 $5,100 0.68 %
Net Worth History Chart
Monthly Entry

Net Worth Report for March 2004

Assets   $ Diff % Diff
Cash $91,400 $0 0.00 %
Stocks $178,200 $8,100 4.76 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $110,000 ($8,100) -6.86 %
Home $618,500 $1,000 0.16 %
Other Real Estate $0 $0 -
Cars $22,000 $0 0.00 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $1,020,100 $1,000 0.10 %
Debts   $ Diff % Diff
Home Mortgage(s) $267,700 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $267,700 $0 0.00 %
 
Net Worth $752,400 $1,000 0.13 %
Net Worth History Chart
Monthly Entry

Net Worth Report for February 2004

Assets   $ Diff % Diff
Cash $91,400 $2,300 2.58 %
Stocks $170,100 ($17,700) -9.42 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $118,100 $900 0.77 %
Home $617,500 ($1,000) -0.16 %
Other Real Estate $0 $0 -
Cars $22,000 ($900) -3.93 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $1,019,100 ($16,400) -1.58 %
Debts   $ Diff % Diff
Home Mortgage(s) $267,700 ($700) -0.26 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $267,700 ($700) -0.26 %
 
Net Worth $751,400 ($15,700) -2.05 %
Net Worth History Chart
Monthly Entry

Net Worth Report for January 2004

Assets   $ Diff % Diff
Cash $89,100 $11,800 15.27 %
Stocks $187,800 $4,800 2.62 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $117,200 $10,800 10.15 %
Home $618,500 $12,300 2.03 %
Other Real Estate $0 $0 -
Cars $22,900 ($300) -1.29 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $1,035,500 $39,400 3.96 %
Debts   $ Diff % Diff
Home Mortgage(s) $268,400 ($400) -0.15 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $268,400 ($400) -0.15 %
 
Net Worth $767,100 $39,800 5.47 %
Net Worth History Chart
Monthly Entry