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Net Worth Archive for 2010

Net Worth Report for December 2010

Assets   $ Diff % Diff
Cash $71,000 $7,000 10.94 %
Stocks $353,000 $15,000 4.44 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $310,000 $16,000 5.44 %
Home $370,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $33,000 ($3,000) -8.33 %
Personal Property $25,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,162,000 $35,000 3.11 %
Debts   $ Diff % Diff
Home Mortgage(s) $196,000 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $6,000 $3,500 140.00 %
Car Loans $19,700 ($800) -3.90 %
Other $0 $0 -
Total Debts $221,700 $2,700 1.23 %
 
Net Worth $940,300 $32,300 3.56 %
Net Worth History Chart
Monthly Entry
Stocks includes all investments except 401K acccounts and IRAs listed under retirement. Most is mutual funds. 2 cars, one loan. 1 earner family with three young children. Purchased new house and sold previous in May 2010.

Net Worth Report for November 2010

Assets   $ Diff % Diff
Cash $64,000 ($1,000) -1.54 %
Stocks $338,000 ($1,000) -0.29 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $294,000 $2,000 0.68 %
Home $370,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $36,000 $0 0.00 %
Personal Property $25,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,127,000 $0 0.00 %
Debts   $ Diff % Diff
Home Mortgage(s) $196,000 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $2,500 ($2,400) -48.98 %
Car Loans $20,500 ($500) -2.38 %
Other $0 $0 -
Total Debts $219,000 ($2,900) -1.31 %
 
Net Worth $908,000 $2,900 0.32 %
Net Worth History Chart
Monthly Entry
Stocks includes all investments except 401K acccounts and IRAs listed under retirement. Most is mutual funds. 2 cars, one loan. 1 earner family with three young children. Purchased new house and sold previous in May 2010.

Net Worth Report for October 2010

Assets   $ Diff % Diff
Cash $65,000 $2,000 3.17 %
Stocks $339,000 $12,000 3.67 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $292,000 $8,000 2.82 %
Home $370,000 ($8,000) -2.12 %
Other Real Estate $0 $0 -
Cars $36,000 $0 0.00 %
Personal Property $25,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,127,000 $14,000 1.26 %
Debts   $ Diff % Diff
Home Mortgage(s) $196,000 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $4,900 $0 0.00 %
Car Loans $21,000 ($1,000) -4.55 %
Other $0 $0 -
Total Debts $221,900 ($1,000) -0.45 %
 
Net Worth $905,100 $15,000 1.69 %
Net Worth History Chart
Monthly Entry
Stocks includes all investments except 401K acccounts and IRAs listed under retirement. Most is mutual funds. 2 cars, one loan. 1 earner family with three young children. Purchased new house and sold previous in May 2010.

Net Worth Report for September 2010

Assets   $ Diff % Diff
Cash $63,000 ($5,000) -7.35 %
Stocks $327,000 $21,000 6.86 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $284,000 $20,000 7.58 %
Home $378,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $36,000 ($2,000) -5.26 %
Personal Property $25,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,113,000 $34,000 3.15 %
Debts   $ Diff % Diff
Home Mortgage(s) $196,000 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $4,900 $200 4.26 %
Car Loans $22,000 ($1,000) -4.35 %
Other $0 $0 -
Total Debts $222,900 ($800) -0.36 %
 
Net Worth $890,100 $34,800 4.07 %
Net Worth History Chart
Monthly Entry
Stocks includes all investments except 401K acccounts and IRAs listed under retirement. Most is mutual funds. 2 cars, one loan. 1 earner family with three young children. Purchased new house and sold previous in May 2010.

Net Worth Report for August 2010

Assets   $ Diff % Diff
Cash $68,000 $11,000 19.30 %
Stocks $306,000 ($9,000) -2.86 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $264,000 ($6,000) -2.22 %
Home $378,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $38,000 $0 0.00 %
Personal Property $25,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,079,000 ($4,000) -0.37 %
Debts   $ Diff % Diff
Home Mortgage(s) $196,000 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $4,700 ($1,900) -28.79 %
Car Loans $23,000 ($1,000) -4.17 %
Other $0 $0 -
Total Debts $223,700 ($2,900) -1.28 %
 
Net Worth $855,300 ($1,100) -0.13 %
Net Worth History Chart
Monthly Entry
Stocks includes all investments except 401K acccounts and IRAs listed under retirement. Most is mutual funds. 2 cars, one loan. 1 earner family with three young children. Purchased new house and sold previous in May 2010. Just received tax credit for the new home which bumped up the cash by $6,500.

Net Worth Report for July 2010

Assets   $ Diff % Diff
Cash $57,000 $3,000 5.56 %
Stocks $315,000 $18,000 6.06 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $270,000 $18,000 7.14 %
Home $378,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $38,000 $0 0.00 %
Personal Property $25,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,083,000 $39,000 3.74 %
Debts   $ Diff % Diff
Home Mortgage(s) $196,000 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $6,600 $1,600 32.00 %
Car Loans $24,000 ($1,000) -4.00 %
Other $0 $0 -
Total Debts $226,600 $600 0.27 %
 
Net Worth $856,400 $38,400 4.69 %
Net Worth History Chart
Monthly Entry
Stocks includes all investments except 401K acccounts and IRAs listed under retirement. Most is mutual funds. 2 cars, one loan. 1 earner family with three young children. Purchased new house and sold previous in May 2010.

Net Worth Report for June 2010

Assets   $ Diff % Diff
Cash $54,000 $2,000 3.85 %
Stocks $297,000 ($10,000) -3.26 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $252,000 ($1,000) -0.40 %
Home $378,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $38,000 $0 0.00 %
Personal Property $25,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,044,000 ($9,000) -0.85 %
Debts   $ Diff % Diff
Home Mortgage(s) $196,000 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $5,000 $0 0.00 %
Car Loans $25,000 ($1,000) -3.85 %
Other $0 $0 -
Total Debts $226,000 ($1,000) -0.44 %
 
Net Worth $818,000 ($8,000) -0.97 %
Net Worth History Chart
Monthly Entry
Stocks includes all investments except 401K acccounts and IRAs listed under retirement. Most is mutual funds. 2 cars, one loan. 1 earner family with three young children. Purchased new house and sold previous in May 2010.

Net Worth Report for May 2010

Assets   $ Diff % Diff
Cash $52,000 ($23,000) -30.67 %
Stocks $307,000 ($68,000) -18.13 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $253,000 ($18,000) -6.64 %
Home $378,000 $223,000 143.87 %
Other Real Estate $0 $0 -
Cars $38,000 $0 0.00 %
Personal Property $25,000 $0 0.00 %
Other $0 $0 -
Total Assets $1,053,000 $114,000 12.14 %
Debts   $ Diff % Diff
Home Mortgage(s) $196,000 $120,000 157.89 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $5,000 $2,000 66.67 %
Car Loans $26,000 ($1,000) -3.70 %
Other $0 $0 -
Total Debts $227,000 $121,000 114.15 %
 
Net Worth $826,000 ($7,000) -0.84 %
Net Worth History Chart
Monthly Entry
Stocks includes all investments except 401K acccounts. Most is mutual funds. 2 cars, one loan. 1 earner family with three young children.

Net Worth Report for April 2010

Assets   $ Diff % Diff
Cash $75,000 $10,000 15.38 %
Stocks $375,000 $4,000 1.08 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $271,000 $12,000 4.63 %
Home $155,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $38,000 ($7,000) -15.56 %
Personal Property $25,000 $0 0.00 %
Other $0 $0 -
Total Assets $939,000 $19,000 2.07 %
Debts   $ Diff % Diff
Home Mortgage(s) $76,000 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $3,000 ($3,000) -50.00 %
Car Loans $27,000 $0 0.00 %
Other $0 $0 -
Total Debts $106,000 ($3,000) -2.75 %
 
Net Worth $833,000 $22,000 2.71 %
Net Worth History Chart
Monthly Entry
Stocks includes all investments except 401K acccounts. Most is mutual funds. 2 cars, one loan. 1 earner family with three young children.

Net Worth Report for March 2010

Assets   $ Diff % Diff
Cash $65,000 $2,000 3.17 %
Stocks $371,000 $21,000 6.00 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $259,000 $9,000 3.60 %
Home $155,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $45,000 $0 0.00 %
Personal Property $25,000 $0 0.00 %
Other $0 $0 -
Total Assets $920,000 $32,000 3.60 %
Debts   $ Diff % Diff
Home Mortgage(s) $76,000 $0 0.00 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $6,000 $1,000 20.00 %
Car Loans $27,000 ($1,000) -3.57 %
Other $0 $0 -
Total Debts $109,000 $0 0.00 %
 
Net Worth $811,000 $32,000 4.11 %
Net Worth History Chart
Monthly Entry
Stocks includes all investments except 401K acccounts. Most is mutual funds. 3 cars, one loan. 1 earner family with three young children.

Net Worth Report for February 2010

Assets   $ Diff % Diff
Cash $63,000 - -
Stocks $350,000 - -
Bonds $0 - -
Annuities $0 - -
Retirement $250,000 - -
Home $155,000 - -
Other Real Estate $0 - -
Cars $45,000 - -
Personal Property $25,000 - -
Other $0 - -
Total Assets $888,000 - -
Debts   $ Diff % Diff
Home Mortgage(s) $76,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $5,000 - -
Car Loans $28,000 - -
Other $0 - -
Total Debts $109,000 - -
 
Net Worth $779,000 - -
Net Worth History Chart
Monthly Entry