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Net Worth Report for December 2011

Assets   $ Diff % Diff
Cash $37,238 ($1,114) -2.90 %
Stocks $236,482 $962 0.41 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $1,154,953 $6,299 0.55 %
Home $1,040,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $600 ($200) -25.00 %
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $2,469,273 $5,947 0.24 %
Debts   $ Diff % Diff
Home Mortgage(s) $82,646 ($2,042) -2.41 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $82,646 ($2,042) -2.41 %
 
Net Worth $2,386,627 $7,989 0.34 %
Net Worth History Chart
Monthly Entry
Looking back, it has been a 'roller coaster' of a year, with stocks faling heavily in Spring and Summer...with continued gloom forecast in 2012.

I have persevered with stocks (through ISAs to spread my risk) through 2011, but plan to move from an 80:20 (Stocks:Cash) to more of a 50:50 (or maybe even 20:80) in 2012.

Long term I am certain my stocks value will improve, so will not be selling any that I have.

Have a great 2012!


David
31 Dec 2011

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