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

Net Worth Archive for 2012

Net Worth Report for December 2012

Assets   $ Diff % Diff
Cash $1,006,834 $175,247 21.07 %
Stocks $68,579 ($2,818) -3.95 %
Bonds $0 ($9,913) -
Annuities $0 $0 -
Retirement $236,154 $13,861 6.24 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $26,000 $0 0.00 %
Personal Property $110,000 $0 0.00 %
Other $164,251 ($62,287) -27.50 %
Total Assets $1,611,818 $114,090 7.62 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,611,818 $114,090 7.62 %
Net Worth History Chart
Monthly Entry

Net Worth Report for November 2012

Assets   $ Diff % Diff
Cash $831,587 $878 0.11 %
Stocks $71,397 ($365) -0.51 %
Bonds $9,913 ($12) -0.12 %
Annuities $0 $0 -
Retirement $222,293 ($5,469) -2.40 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $26,000 ($2,495) -8.76 %
Personal Property $110,000 $0 0.00 %
Other $226,538 $0 0.00 %
Total Assets $1,497,728 ($7,463) -0.50 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,497,728 ($7,463) -0.50 %
Net Worth History Chart
Monthly Entry

Net Worth Report for October 2012

Assets   $ Diff % Diff
Cash $830,709 $155,463 23.02 %
Stocks $71,762 ($2,006) -2.72 %
Bonds $9,925 $300 3.12 %
Annuities $0 $0 -
Retirement $227,762 ($6,141) -2.63 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $28,495 $0 0.00 %
Personal Property $110,000 $0 0.00 %
Other $226,538 ($781) -0.34 %
Total Assets $1,505,191 $146,835 10.81 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,505,191 $146,835 10.81 %
Net Worth History Chart
Monthly Entry

Net Worth Report for September 2012

Assets   $ Diff % Diff
Cash $675,246 $112,123 19.91 %
Stocks $73,768 $1,446 2.00 %
Bonds $9,625 ($350) -3.51 %
Annuities $0 $0 -
Retirement $233,903 $7,026 3.10 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $28,495 ($2,848) -9.09 %
Personal Property $110,000 $0 0.00 %
Other $227,319 ($25,000) -9.91 %
Total Assets $1,358,356 $92,397 7.30 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,358,356 $92,397 7.30 %
Net Worth History Chart
Monthly Entry
9/9: updated value for my car

Net Worth Report for August 2012

Assets   $ Diff % Diff
Cash $563,123 $1,019 0.18 %
Stocks $72,322 $1,495 2.11 %
Bonds $9,975 $325 3.37 %
Annuities $0 $0 -
Retirement $226,877 $5,365 2.42 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $31,343 $0 0.00 %
Personal Property $110,000 $0 0.00 %
Other $252,319 $0 0.00 %
Total Assets $1,265,959 $8,204 0.65 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,265,959 $8,204 0.65 %
Net Worth History Chart
Monthly Entry

Net Worth Report for July 2012

Assets   $ Diff % Diff
Cash $562,104 $52,867 10.38 %
Stocks $70,827 $1,565 2.26 %
Bonds $9,650 ($235) -2.38 %
Annuities $0 $0 -
Retirement $221,512 $8,144 3.82 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $31,343 $0 0.00 %
Personal Property $110,000 $0 0.00 %
Other $252,319 ($8,017) -3.08 %
Total Assets $1,257,755 $54,324 4.51 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,257,755 $54,324 4.51 %
Net Worth History Chart
Monthly Entry

Net Worth Report for June 2012

Assets   $ Diff % Diff
Cash $509,237 $11,667 2.34 %
Stocks $69,262 $1,138 1.67 %
Bonds $9,885 ($35) -0.35 %
Annuities $0 $0 -
Retirement $213,368 $809 0.38 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $31,343 $0 0.00 %
Personal Property $110,000 $0 0.00 %
Other $260,336 ($664) -0.25 %
Total Assets $1,203,431 $12,915 1.08 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,203,431 $12,915 1.08 %
Net Worth History Chart
Monthly Entry

Net Worth Report for May 2012

Assets   $ Diff % Diff
Cash $497,570 $29,859 6.38 %
Stocks $68,124 ($3,866) -5.37 %
Bonds $9,920 $70 0.71 %
Annuities $0 $0 -
Retirement $212,559 $9,771 4.82 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $31,343 $0 0.00 %
Personal Property $110,000 $0 0.00 %
Other $261,000 $0 0.00 %
Total Assets $1,190,516 $35,834 3.10 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,190,516 $35,834 3.10 %
Net Worth History Chart
Monthly Entry

Net Worth Report for April 2012

Assets   $ Diff % Diff
Cash $467,711 $24,353 5.49 %
Stocks $71,990 $52 0.07 %
Bonds $9,850 $0 0.00 %
Annuities $0 $0 -
Retirement $202,788 ($1,601) -0.78 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $31,343 $0 0.00 %
Personal Property $110,000 $0 0.00 %
Other $261,000 $36,000 16.00 %
Total Assets $1,154,682 $58,804 5.37 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,154,682 $58,804 5.37 %
Net Worth History Chart
Monthly Entry

Net Worth Report for March 2012

Assets   $ Diff % Diff
Cash $443,358 ($17,736) -3.85 %
Stocks $71,938 $1,046 1.48 %
Bonds $9,850 $0 0.00 %
Annuities $0 $0 -
Retirement $204,389 ($2,540) -1.23 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $31,343 ($2,617) -7.71 %
Personal Property $110,000 $0 0.00 %
Other $225,000 $50,000 28.57 %
Total Assets $1,095,878 $28,153 2.64 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,095,878 $28,153 2.64 %
Net Worth History Chart
Monthly Entry
updated car value on kbb.com 3/19/12

Net Worth Report for February 2012

Assets   $ Diff % Diff
Cash $461,094 ($29,319) -5.98 %
Stocks $70,892 $2,383 3.48 %
Bonds $9,850 $450 4.79 %
Annuities $0 $0 -
Retirement $206,929 $5,105 2.53 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $33,960 $0 0.00 %
Personal Property $110,000 $0 0.00 %
Other $175,000 $0 0.00 %
Total Assets $1,067,725 ($21,381) -1.96 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,067,725 ($21,381) -1.96 %
Net Worth History Chart
Monthly Entry

Net Worth Report for January 2012

Assets   $ Diff % Diff
Cash $490,413 $36,281 7.99 %
Stocks $68,509 ($18,557) -21.31 %
Bonds $9,400 ($10,768) -53.39 %
Annuities $0 $0 -
Retirement $201,824 $12,638 6.68 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $33,960 $0 0.00 %
Personal Property $110,000 $0 0.00 %
Other $175,000 ($9,000) -4.89 %
Total Assets $1,089,106 $10,594 0.98 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $0 $0 -
 
Net Worth $1,089,106 $10,594 0.98 %
Net Worth History Chart
Monthly Entry