Sign Up | Login
Explore | Questions | Tips | Journals | My Portfolio | My Badge

Net Worth Archive for 2009

Net Worth Report for December 2009

Assets   $ Diff % Diff
Cash $13,724 ($7,370) -34.94 %
Stocks $191,638 $11,194 6.20 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $880,000 $0 0.00 %
Home $1,010,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $400 $0 0.00 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $2,095,762 $3,824 0.18 %
Debts   $ Diff % Diff
Home Mortgage(s) $169,480 ($1,878) -1.10 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $169,480 ($1,878) -1.10 %
 
Net Worth $1,926,282 $5,702 0.30 %
Net Worth History Chart
Monthly Entry
Christmas with its usual expenses made us take a hit on cash. Stocks now going (slowly) in the right direction.
Older daughter Uni accomodation / living allowances mean additional outgoings of c$1,800 each month, but this will be partly offset by salary increase due to December promotion.


David
29/12/09

Net Worth Report for November 2009

Assets   $ Diff % Diff
Cash $21,094 - -
Stocks $180,444 - -
Bonds $0 - -
Annuities $0 - -
Retirement $880,000 - -
Home $1,010,000 - -
Other Real Estate $0 - -
Cars $400 - -
Personal Property $0 - -
Other $0 - -
Total Assets $2,091,938 - -
Debts   $ Diff % Diff
Home Mortgage(s) $171,358 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $171,358 - -
 
Net Worth $1,920,580 - -
Net Worth History Chart
Monthly Entry
Things are holding steady for now. New windows (end Nov 09) to front of my home (cost - $9800) so cash down, but balanced by increasing property value. Also, pension pot up by $80k dollars due to promotion and effect on final salary pension pot.


David
28/11/09

Net Worth Report for August 2009

Assets   $ Diff % Diff
Cash $32,160 ($3,940) -10.91 %
Stocks $168,676 $13,060 8.39 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $800,000 $0 0.00 %
Home $980,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $500 ($100) -16.67 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $1,981,336 $9,020 0.46 %
Debts   $ Diff % Diff
Home Mortgage(s) $177,088 ($1,872) -1.05 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $177,088 ($1,872) -1.05 %
 
Net Worth $1,804,248 $10,892 0.61 %
Net Worth History Chart
Monthly Entry
Stock markets recovering a little, reflected in slight growth of my ISAs and stock holdings.


David
5/9/09

Net Worth Report for July 2009

Assets   $ Diff % Diff
Cash $36,100 - -
Stocks $155,616 - -
Bonds $0 - -
Annuities $0 - -
Retirement $800,000 - -
Home $980,000 - -
Other Real Estate $0 - -
Cars $600 - -
Personal Property $0 - -
Other $0 - -
Total Assets $1,972,316 - -
Debts   $ Diff % Diff
Home Mortgage(s) $178,960 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $178,960 - -
 
Net Worth $1,793,356 - -
Net Worth History Chart
Monthly Entry
Things in UK appear to be holding steady, but no growth to speak of. Main improvement due to reduction on mortgage monies owed.


David
31/07/09

Net Worth Report for April 2009

Assets   $ Diff % Diff
Cash $31,500 - -
Stocks $144,000 - -
Bonds $0 - -
Annuities $0 - -
Retirement $790,000 - -
Home $960,000 - -
Other Real Estate $0 - -
Cars $600 - -
Personal Property $0 - -
Other $0 - -
Total Assets $1,926,100 - -
Debts   $ Diff % Diff
Home Mortgage(s) $184,500 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $184,500 - -
 
Net Worth $1,741,600 - -
Net Worth History Chart
Monthly Entry
Stocks values fell slightly.
Property values falling slightly still in UK
Paid $10k lump sum against outstanding mortgage.
2009 looking like a year of consolidation.
Still investing in UK stock market via ISA.
Daughter leaves home for Uni in Sept 09, so money currently saved each month will go to pay her catered accom - a different sort of (long term) investment!!

David
30/04/09