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

Net Worth Archive for 2010

Net Worth Report for December 2010

Assets   $ Diff % Diff
Cash $31,494 - -
Stocks $257,160 - -
Bonds $0 - -
Annuities $0 - -
Retirement $950,000 - -
Home $1,020,000 - -
Other Real Estate $0 - -
Cars $1,000 - -
Personal Property $0 - -
Other $0 - -
Total Assets $2,259,654 - -
Debts   $ Diff % Diff
Home Mortgage(s) $146,864 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $146,864 - -
 
Net Worth $2,112,790 - -
Net Worth History Chart
Monthly Entry
Slight stock recovery at end of 2010....but 2011 looks ominous.

David
28 December 2010

Net Worth Report for October 2010

Assets   $ Diff % Diff
Cash $31,756 - -
Stocks $246,616 - -
Bonds $0 - -
Annuities $0 - -
Retirement $945,000 - -
Home $1,020,000 - -
Other Real Estate $0 - -
Cars $400 - -
Personal Property $0 - -
Other $0 - -
Total Assets $2,243,772 - -
Debts   $ Diff % Diff
Home Mortgage(s) $150,664 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $150,664 - -
 
Net Worth $2,093,108 - -
Net Worth History Chart
Monthly Entry
Fairly flat.
David
31 October 2010

Net Worth Report for August 2010

Assets   $ Diff % Diff
Cash $25,866 - -
Stocks $226,422 - -
Bonds $0 - -
Annuities $0 - -
Retirement $942,000 - -
Home $1,020,000 - -
Other Real Estate $0 - -
Cars $400 - -
Personal Property $0 - -
Other $0 - -
Total Assets $2,214,688 - -
Debts   $ Diff % Diff
Home Mortgage(s) $154,418 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $154,418 - -
 
Net Worth $2,060,270 - -
Net Worth History Chart
Monthly Entry
Fairly flat, but pension pot update received at end July 10 shows overall improvement.

David
28 August 2010

Net Worth Report for June 2010

Assets   $ Diff % Diff
Cash $32,700 - -
Stocks $218,876 - -
Bonds $0 - -
Annuities $0 - -
Retirement $882,000 - -
Home $1,020,000 - -
Other Real Estate $0 - -
Cars $400 - -
Personal Property $0 - -
Other $0 - -
Total Assets $2,153,976 - -
Debts   $ Diff % Diff
Home Mortgage(s) $158,190 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $158,190 - -
 
Net Worth $1,995,786 - -
Net Worth History Chart
Monthly Entry
Slight dip in stock following UK Election.

David
26 June 2010

Net Worth Report for April 2010

Assets   $ Diff % Diff
Cash $36,822 $14,088 61.97 %
Stocks $222,444 $576 0.26 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $880,000 $0 0.00 %
Home $1,020,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $400 $0 0.00 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $2,159,666 $14,664 0.68 %
Debts   $ Diff % Diff
Home Mortgage(s) $161,956 ($1,978) -1.21 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $161,956 ($1,978) -1.21 %
 
Net Worth $1,997,710 $16,642 0.84 %
Net Worth History Chart
Monthly Entry
Minor changes in the month

David
1 May 2010

Net Worth Report for March 2010

Assets   $ Diff % Diff
Cash $22,734 - -
Stocks $221,868 - -
Bonds $0 - -
Annuities $0 - -
Retirement $880,000 - -
Home $1,020,000 - -
Other Real Estate $0 - -
Cars $400 - -
Personal Property $0 - -
Other $0 - -
Total Assets $2,145,002 - -
Debts   $ Diff % Diff
Home Mortgage(s) $163,934 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $163,934 - -
 
Net Worth $1,981,068 - -
Net Worth History Chart
Monthly Entry
Seeing a slight improvement on stocks and shares, boosted by my end of March bonus. Have bought into CHINA ISA (£6k) so we'll see how this performs over the next 12 months.
Daughter at Uni will be renting a flat (my money!) with two friends from late July...maybe think about buying next year....?


David
03/04/2010