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Net Worth Report for October 2011

Assets   $ Diff % Diff
Cash $38,958 $8,558 28.15 %
Stocks $236,662 ($21,788) -8.43 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $950,000 $0 0.00 %
Home $1,040,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $800 $0 0.00 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $2,266,420 ($13,230) -0.58 %
Debts   $ Diff % Diff
Home Mortgage(s) $85,898 ($43,882) -33.81 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $85,898 ($43,882) -33.81 %
 
Net Worth $2,180,522 $30,652 1.43 %
Net Worth History Chart
Monthly Entry
A better month, with stocks improving after the decision of all member states to support the Euro with additional funding. My first Endowment matured this month ($42,414 after investing $100 per month for 22 years - total invested $26,400 - got more than back than invested though 5% return somewhat disppointing) so I used this sum to pay off part of my mortgage.
This is why my overall 'stocks' has gone down in the period...and why my remaining mortgage is now significantly less!


David
27 Oct 2011

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