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Net Worth Report for February 2012

Assets   $ Diff % Diff
Cash $96,979 ($2,516) -2.53 %
Stocks $39,505 ($1,541) -3.75 %
Bonds $0 $0 -
Annuities $6,768 $0 0.00 %
Retirement $123,594 $9,561 8.38 %
Home $350,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $3,233 $2,022 166.97 %
Total Assets $620,079 $7,526 1.23 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $1,398 $187 15.44 %
Car Loans $0 $0 -
Other $0 $0 -
Total Debts $1,398 $187 15.44 %
 
Net Worth $618,681 $7,339 1.20 %
Net Worth History Chart
Monthly Entry
Annuity is cash surrender value of Whole life insurance policy. House is at cost. Other assets are reimbursable expenses from work.

Made 2011 Roth Contribution this month of 5k. That's why cash is down but retirement way up. Also stock market is good. Did a lot of travelling for work this month so other assets are an estimate of what's coming back to me through that. Estimated conservatively. Initial reveiw of 2011 tax return looks like I'm going to owe money. This is not reflected in NW. Wish I did a little better on saving cash though I did make ROTH contribution.

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