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Net Worth Archive for 2011

Net Worth Report for September 2011

Assets   $ Diff % Diff
Cash $8,412 $2,000 31.19 %
Stocks $9,145 ($1,100) -10.74 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $339,451 $7,797 2.35 %
Home $269,154 ($416) -0.15 %
Other Real Estate $0 $0 -
Cars $13,150 ($50) -0.38 %
Personal Property $16,145 $405 2.57 %
Other $32,105 $530 1.68 %
Total Assets $687,562 $9,166 1.35 %
Debts   $ Diff % Diff
Home Mortgage(s) $237,641 $2,190 0.93 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $2,751 $1,697 161.01 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $240,392 $3,887 1.64 %
 
Net Worth $447,170 $5,279 1.19 %
Net Worth History Chart
Monthly Entry

Net Worth Report for August 2011

Assets   $ Diff % Diff
Cash $6,412 ($1,533) -19.30 %
Stocks $10,245 $2,091 25.64 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $331,654 ($3,470) -1.04 %
Home $269,570 $1,070 0.40 %
Other Real Estate $0 $0 -
Cars $13,200 ($100) -0.75 %
Personal Property $15,740 $315 2.04 %
Other $31,575 $118 0.38 %
Total Assets $678,396 ($1,509) -0.22 %
Debts   $ Diff % Diff
Home Mortgage(s) $235,451 ($2,563) -1.08 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $1,054 ($2,091) -66.49 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $236,505 ($4,654) -1.93 %
 
Net Worth $441,891 $3,145 0.72 %
Net Worth History Chart
Monthly Entry

Net Worth Report for July 2011

Assets   $ Diff % Diff
Cash $7,945 $1,367 20.78 %
Stocks $8,154 ($302) -3.57 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $335,124 $4,109 1.24 %
Home $268,500 $3,350 1.26 %
Other Real Estate $0 $0 -
Cars $13,300 $50 0.38 %
Personal Property $15,425 ($1,699) -9.92 %
Other $31,457 ($1,694) -5.11 %
Total Assets $679,905 $5,181 0.77 %
Debts   $ Diff % Diff
Home Mortgage(s) $238,014 $19 0.01 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $3,145 $1,000 46.62 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $241,159 $1,019 0.42 %
 
Net Worth $438,746 $4,162 0.96 %
Net Worth History Chart
Monthly Entry

Net Worth Report for June 2011

Assets   $ Diff % Diff
Cash $6,578 $3,477 112.13 %
Stocks $8,456 $1,549 22.43 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $331,015 ($10,516) -3.08 %
Home $265,150 $5,650 2.18 %
Other Real Estate $0 $0 -
Cars $13,250 ($650) -4.68 %
Personal Property $17,124 ($1,474) -7.93 %
Other $33,151 ($1,861) -5.32 %
Total Assets $674,724 ($3,825) -0.56 %
Debts   $ Diff % Diff
Home Mortgage(s) $237,995 ($656) -0.27 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $2,145 ($27) -1.24 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $240,140 ($683) -0.28 %
 
Net Worth $434,584 ($3,142) -0.72 %
Net Worth History Chart
Monthly Entry

Net Worth Report for May 2011

Assets   $ Diff % Diff
Cash $3,101 ($2,018) -39.42 %
Stocks $6,907 ($1,808) -20.75 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $341,531 ($10,009) -2.85 %
Home $259,500 $3,500 1.37 %
Other Real Estate $0 $0 -
Cars $13,900 ($50) -0.36 %
Personal Property $18,598 $57 0.31 %
Other $35,012 ($43) -0.12 %
Total Assets $678,549 ($10,371) -1.51 %
Debts   $ Diff % Diff
Home Mortgage(s) $238,651 ($449) -0.19 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $2,172 ($928) -29.94 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $240,823 ($1,377) -0.57 %
 
Net Worth $437,726 ($8,994) -2.01 %
Net Worth History Chart
Monthly Entry

Net Worth Report for April 2011

Assets   $ Diff % Diff
Cash $5,119 ($281) -5.20 %
Stocks $8,715 ($226) -2.53 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $351,540 $300 0.09 %
Home $256,000 ($1,000) -0.39 %
Other Real Estate $0 $0 -
Cars $13,950 ($50) -0.36 %
Personal Property $18,541 ($1,001) -5.12 %
Other $35,055 ($95) -0.27 %
Total Assets $688,920 ($2,353) -0.34 %
Debts   $ Diff % Diff
Home Mortgage(s) $239,100 ($720) -0.30 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $3,100 $601 24.05 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $242,200 ($119) -0.05 %
 
Net Worth $446,720 ($2,234) -0.50 %
Net Worth History Chart
Monthly Entry

Net Worth Report for March 2011

Assets   $ Diff % Diff
Cash $5,400 $800 17.39 %
Stocks $8,941 $3,820 74.59 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $351,240 $22,253 6.76 %
Home $257,000 $490 0.19 %
Other Real Estate $0 $0 -
Cars $14,000 ($450) -3.11 %
Personal Property $19,542 $1,000 5.39 %
Other $35,150 $1,642 4.90 %
Total Assets $691,273 $29,555 4.47 %
Debts   $ Diff % Diff
Home Mortgage(s) $239,820 ($305) -0.13 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $2,499 $1,374 122.13 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $242,319 $1,069 0.44 %
 
Net Worth $448,954 $28,486 6.77 %
Net Worth History Chart
Monthly Entry

Net Worth Report for February 2011

Assets   $ Diff % Diff
Cash $4,600 $1,475 47.20 %
Stocks $5,121 $709 16.07 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $328,987 $25,333 8.34 %
Home $256,510 $3,260 1.29 %
Other Real Estate $0 $0 -
Cars $14,450 ($50) -0.34 %
Personal Property $18,542 $1,530 8.99 %
Other $33,508 $1,962 6.22 %
Total Assets $661,718 $34,219 5.45 %
Debts   $ Diff % Diff
Home Mortgage(s) $240,125 ($605) -0.25 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $1,125 ($1,870) -62.44 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $241,250 ($2,475) -1.02 %
 
Net Worth $420,468 $36,694 9.56 %
Net Worth History Chart
Monthly Entry

Net Worth Report for January 2011

Assets   $ Diff % Diff
Cash $3,125 $470 17.70 %
Stocks $4,412 $2,627 147.17 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $303,654 ($2,936) -0.96 %
Home $253,250 $3,300 1.32 %
Other Real Estate $0 $0 -
Cars $14,500 $750 5.45 %
Personal Property $17,012 $11 0.06 %
Other $31,546 $1,064 3.49 %
Total Assets $627,499 $5,286 0.85 %
Debts   $ Diff % Diff
Home Mortgage(s) $240,730 ($195) -0.08 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $2,995 ($105) -3.39 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $243,725 ($300) -0.12 %
 
Net Worth $383,774 $5,586 1.48 %
Net Worth History Chart
Monthly Entry