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Net Worth Archive for 2008

Net Worth Report for December 2008

Assets   $ Diff % Diff
Cash $26,000 - -
Stocks $137,000 - -
Bonds $0 - -
Annuities $0 - -
Retirement $778,000 - -
Home $1,000,000 - -
Other Real Estate $0 - -
Cars $750 - -
Personal Property $0 - -
Other $0 - -
Total Assets $1,941,750 - -
Debts   $ Diff % Diff
Home Mortgage(s) $200,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $200,000 - -
 
Net Worth $1,741,750 - -
Net Worth History Chart
Monthly Entry
Stocks values fell slightly.
Property value holding steady.
Outstanding mortgage reducing.
2009 looks like a further bleak year..

David
31/12/08

Net Worth Report for September 2008

Assets   $ Diff % Diff
Cash $22,640 - -
Stocks $144,500 - -
Bonds $0 - -
Annuities $0 - -
Retirement $720,000 - -
Home $1,000,000 - -
Other Real Estate $0 - -
Cars $2,000 - -
Personal Property $0 - -
Other $0 - -
Total Assets $1,889,140 - -
Debts   $ Diff % Diff
Home Mortgage(s) $205,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $205,000 - -
 
Net Worth $1,684,140 - -
Net Worth History Chart
Monthly Entry
Property market taking a bit of a hit due to the credit crunch in the UK, so have downgraded house value by 5%.
Stocks value decreasing also.
I'm ok with all ofthis as I don't plan to move home or sell stocks at this time - will just sit tight.

David
30/6/08

Net Worth Report for June 2008

Assets   $ Diff % Diff
Cash $27,364 - -
Stocks $142,244 - -
Bonds $0 - -
Annuities $0 - -
Retirement $710,000 - -
Home $1,000,000 - -
Other Real Estate $0 - -
Cars $6,400 - -
Personal Property $0 - -
Other $0 - -
Total Assets $1,886,008 - -
Debts   $ Diff % Diff
Home Mortgage(s) $209,486 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $209,486 - -
 
Net Worth $1,676,522 - -
Net Worth History Chart
Monthly Entry
Property market taking a bit of a hit due to the credit crunch in the UK, so have downgraded house value by 5%.
Stocks value decreasing also.
I'm ok with all ofthis as I don't plan to move home or sell stocks at this time - will just sit tight.

David
30/6/08

Net Worth Report for March 2008

Assets   $ Diff % Diff
Cash $40,064 - -
Stocks $141,304 - -
Bonds $0 - -
Annuities $0 - -
Retirement $710,000 - -
Home $1,050,000 - -
Other Real Estate $0 - -
Cars $7,000 - -
Personal Property $0 - -
Other $0 - -
Total Assets $1,948,368 - -
Debts   $ Diff % Diff
Home Mortgage(s) $214,880 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $214,880 - -
 
Net Worth $1,733,488 - -
Net Worth History Chart
Monthly Entry