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Net Worth Archive for 2012

Net Worth Report for December 2012

Assets   $ Diff % Diff
Cash $14,300 ($3,100) -17.82 %
Stocks $582,500 $8,800 1.53 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $504,400 $5,000 1.00 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $15,800 ($1,000) -5.95 %
Personal Property $0 $0 -
Other $194,400 $9,600 5.19 %
Total Assets $2,076,400 $19,300 0.94 %
Debts   $ Diff % Diff
Home Mortgage(s) $170,900 ($1,300) -0.75 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $170,900 ($1,300) -0.75 %
 
Net Worth $1,905,500 $20,600 1.09 %
Net Worth History Chart
Monthly Entry

Net Worth Report for November 2012

Assets   $ Diff % Diff
Cash $17,400 $1,200 7.41 %
Stocks $573,700 ($1,500) -0.26 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $499,400 $5,900 1.20 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $16,800 ($800) -4.55 %
Personal Property $0 $0 -
Other $184,800 $400 0.22 %
Total Assets $2,057,100 $5,200 0.25 %
Debts   $ Diff % Diff
Home Mortgage(s) $172,200 ($1,300) -0.75 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $172,200 ($1,300) -0.75 %
 
Net Worth $1,884,900 $6,500 0.35 %
Net Worth History Chart
Monthly Entry

Net Worth Report for October 2012

Assets   $ Diff % Diff
Cash $16,200 ($2,600) -13.83 %
Stocks $575,200 ($33,500) -5.50 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $493,500 ($5,300) -1.06 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $17,600 ($200) -1.12 %
Personal Property $0 $0 -
Other $184,400 ($800) -0.43 %
Total Assets $2,051,900 ($42,400) -2.02 %
Debts   $ Diff % Diff
Home Mortgage(s) $173,500 ($1,200) -0.69 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $173,500 ($1,200) -0.69 %
 
Net Worth $1,878,400 ($41,200) -2.15 %
Net Worth History Chart
Monthly Entry

Net Worth Report for September 2012

Assets   $ Diff % Diff
Cash $18,800 ($1,700) -8.29 %
Stocks $608,700 $33,700 5.86 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $498,800 $8,800 1.80 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $17,800 $0 0.00 %
Personal Property $0 $0 -
Other $185,200 $2,200 1.20 %
Total Assets $2,094,300 $43,000 2.10 %
Debts   $ Diff % Diff
Home Mortgage(s) $174,700 $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 $174,700 $0 0.00 %
 
Net Worth $1,919,600 $43,000 2.29 %
Net Worth History Chart
Monthly Entry

Net Worth Report for August 2012

Assets   $ Diff % Diff
Cash $20,500 ($2,700) -11.64 %
Stocks $575,000 $26,200 4.77 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $490,000 $11,700 2.45 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $17,800 ($200) -1.11 %
Personal Property $0 $0 -
Other $183,000 $0 0.00 %
Total Assets $2,051,300 $35,000 1.74 %
Debts   $ Diff % Diff
Home Mortgage(s) $174,700 ($1,300) -0.74 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $174,700 ($1,300) -0.74 %
 
Net Worth $1,876,600 $36,300 1.97 %
Net Worth History Chart
Monthly Entry

Net Worth Report for July 2012

Assets   $ Diff % Diff
Cash $23,200 $3,000 14.85 %
Stocks $548,800 $19,400 3.66 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $478,300 $13,500 2.90 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $18,000 ($1,500) -7.69 %
Personal Property $0 $0 -
Other $183,000 $1,600 0.88 %
Total Assets $2,016,300 $36,000 1.82 %
Debts   $ Diff % Diff
Home Mortgage(s) $176,000 $700 0.40 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $176,000 $700 0.40 %
 
Net Worth $1,840,300 $35,300 1.96 %
Net Worth History Chart
Monthly Entry

Net Worth Report for June 2012

Assets   $ Diff % Diff
Cash $20,200 ($2,000) -9.01 %
Stocks $529,400 $44,500 9.18 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $464,800 $22,600 5.11 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $19,500 ($700) -3.47 %
Personal Property $0 $0 -
Other $181,400 $700 0.39 %
Total Assets $1,980,300 $65,100 3.40 %
Debts   $ Diff % Diff
Home Mortgage(s) $175,300 ($1,300) -0.74 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $175,300 ($1,300) -0.74 %
 
Net Worth $1,805,000 $66,400 3.82 %
Net Worth History Chart
Monthly Entry
Stocks - 2nd to last set of stock options vested

Net Worth Report for May 2012

Assets   $ Diff % Diff
Cash $22,200 ($2,600) -10.48 %
Stocks $484,900 ($43,500) -8.23 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $442,200 ($41,400) -8.56 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $20,200 $0 0.00 %
Personal Property $0 $0 -
Other $180,700 ($3,100) -1.69 %
Total Assets $1,915,200 ($90,600) -4.52 %
Debts   $ Diff % Diff
Home Mortgage(s) $176,600 ($1,300) -0.73 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $176,600 ($1,300) -0.73 %
 
Net Worth $1,738,600 ($89,300) -4.89 %
Net Worth History Chart
Monthly Entry

Net Worth Report for April 2012

Assets   $ Diff % Diff
Cash $24,800 $900 3.77 %
Stocks $528,400 ($1,900) -0.36 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $483,600 $6,500 1.36 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $20,200 $2,100 11.60 %
Personal Property $0 $0 -
Other $183,800 $0 0.00 %
Total Assets $2,005,800 $7,600 0.38 %
Debts   $ Diff % Diff
Home Mortgage(s) $177,900 ($1,300) -0.73 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $177,900 ($1,300) -0.73 %
 
Net Worth $1,827,900 $8,900 0.49 %
Net Worth History Chart
Monthly Entry
Cash ($900) - Bought airline tickets ($1500) for summer vacation.
Stocks ($1,900) - Hanes Brand -660; Staples -630; SK Telecom -550
Retirement +$6,500 - AVP +3400; JBSS +1900; AMRI +1000
Cars: kbb.com likes my 2001 Acura and 2006 Honda better than last month.

Net Worth Report for March 2012

Assets   $ Diff % Diff
Cash $23,900 $11,900 99.17 %
Stocks $530,300 $44,600 9.18 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $477,100 ($400) -0.08 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $18,100 ($400) -2.16 %
Personal Property $0 $0 -
Other $183,800 $500 0.27 %
Total Assets $1,998,200 $56,200 2.89 %
Debts   $ Diff % Diff
Home Mortgage(s) $179,200 ($1,300) -0.72 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $179,200 ($1,300) -0.72 %
 
Net Worth $1,819,000 $57,500 3.26 %
Net Worth History Chart
Monthly Entry
March notes:
Cash (+12K) - 2011 Bonus
Stocks (+44K) - Another quarter of vesting stock options

Net Worth Report for February 2012

Assets   $ Diff % Diff
Cash $12,000 $900 8.11 %
Stocks $485,700 $17,600 3.76 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $477,500 $18,700 4.08 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $18,500 $0 0.00 %
Personal Property $0 $0 -
Other $183,300 $1,900 1.05 %
Total Assets $1,942,000 $39,100 2.05 %
Debts   $ Diff % Diff
Home Mortgage(s) $180,500 ($1,300) -0.72 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $180,500 ($1,300) -0.72 %
 
Net Worth $1,761,500 $40,400 2.35 %
Net Worth History Chart
Monthly Entry

Net Worth Report for January 2012

Assets   $ Diff % Diff
Cash $11,100 $3,200 40.51 %
Stocks $468,100 $14,100 3.11 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $458,800 $34,100 8.03 %
Home $765,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $18,500 ($400) -2.12 %
Personal Property $0 $0 -
Other $181,400 $7,600 4.37 %
Total Assets $1,902,900 $58,600 3.18 %
Debts   $ Diff % Diff
Home Mortgage(s) $181,800 ($1,300) -0.71 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $181,800 ($1,300) -0.71 %
 
Net Worth $1,721,100 $59,900 3.61 %
Net Worth History Chart
Monthly Entry