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Net Worth Report for February 2012

Assets   $ Diff % Diff
Cash $8,895 ($5,259) -37.16 %
Stocks $30,965 $1,280 4.31 %
Bonds $22,750 $1,822 8.71 %
Annuities $0 $0 -
Retirement $85,492 $9,683 12.77 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $876 $145 19.84 %
Total Assets $148,978 $7,671 5.43 %
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 $148,978 $7,671 5.43 %
Net Worth History Chart
Monthly Entry
January was a good month. Roth IRA contribution went in. AA is where I want it. 70/30. I assume 16000 contributions to 401(k) stocks, (VINIX) and 12000 savings to bonds (VWITX) in 2012. That plan will keep my aa on target heading into 2013. Updating this early as I have a vacation/no internet planned for the first part of Feb. Then another small vacation in mid-Feb, then tax time. Should be getting a couple thousand dollar ESOP payout shortly from former employer. That will help get my e-fund/car-fund back to a better level.

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