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Net Worth Archive for 2008

Net Worth Report for December 2008

Assets   $ Diff % Diff
Cash $6,807 $1,946 40.03 %
Stocks $60,092 $14,725 32.46 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $159,818 ($2,496) -1.54 %
Home $220,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $3,500 $0 0.00 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $505,217 $14,175 2.89 %
Debts   $ Diff % Diff
Home Mortgage(s) $27,434 $14,700 115.44 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $2,615 $2,055 366.96 %
Car Loans $0 $0 -
Other $3,337 ($663) -16.58 %
Total Debts $33,386 $16,092 93.05 %
 
Net Worth $471,831 ($1,917) -0.40 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of December 19, 2008. These are household totals.
Stocks: Hers $29,796 + Mine $30296
Retirement:Hers $31,905(R), $54,285(P), $6,221(M) + Mine $21,611(R), $29,393(C), $16,403(P)
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.

Net Worth Report for November 2008

Assets   $ Diff % Diff
Cash $4,861 $196 4.20 %
Stocks $45,367 ($1,080) -2.33 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $162,314 $3,773 2.38 %
Home $220,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $3,500 ($2,500) -41.67 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $491,042 $389 0.08 %
Debts   $ Diff % Diff
Home Mortgage(s) $12,734 ($885) -6.50 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $560 ($118) -17.40 %
Car Loans $0 $0 -
Other $4,000 ($364) -8.34 %
Total Debts $17,294 ($1,367) -7.33 %
 
Net Worth $473,748 $1,756 0.37 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of November 28, 2008. These are household totals.
Stocks: Hers $29,796 + Mine $15,571
Retirement:Hers $31,905(R), $54,285(P), $6,221(M) + Mine $24,107(R), $29,393(C), $16,403(P)
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.

Net Worth Report for October 2008

Assets   $ Diff % Diff
Cash $4,665 ($6,691) -58.92 %
Stocks $46,447 ($441) -0.94 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $158,541 ($7,888) -4.74 %
Home $220,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $6,000 $0 0.00 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $490,653 ($15,020) -2.97 %
Debts   $ Diff % Diff
Home Mortgage(s) $13,619 ($1,447) -9.60 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $678 ($4,116) -85.86 %
Car Loans $0 $0 -
Other $4,364 ($769) -14.98 %
Total Debts $18,661 ($6,332) -25.34 %
 
Net Worth $471,992 ($8,688) -1.81 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of October 31, 2008. These are household totals.
Stocks: Hers $29,796 + Mine $16,651
Retirement:Hers $31,905, $54,476 + Mine $24,782, $29,393, $17,985
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.

Net Worth Report for September 2008

Assets   $ Diff % Diff
Cash $11,356 ($2,726) -19.36 %
Stocks $46,888 ($661) -1.39 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $166,429 ($1,171) -0.70 %
Home $220,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $6,000 $0 0.00 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $505,673 ($4,558) -0.89 %
Debts   $ Diff % Diff
Home Mortgage(s) $15,066 ($1,142) -7.05 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $4,794 $3,304 221.75 %
Car Loans $0 $0 -
Other $5,133 ($1) -0.02 %
Total Debts $24,993 $2,161 9.46 %
 
Net Worth $480,680 ($6,719) -1.38 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of Sept 26, 2008. These are household totals.
Stocks: Hers $29,796 + Mine $17,092
Retirement:Hers $31,905, $54,476 + Mine $32,670, $29,393, $17,985
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.

Net Worth Report for August 2008

Assets   $ Diff % Diff
Cash $14,082 $4,119 41.34 %
Stocks $47,549 $586 1.25 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $167,600 ($2,376) -1.40 %
Home $220,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $6,000 $0 0.00 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $510,231 $2,329 0.46 %
Debts   $ Diff % Diff
Home Mortgage(s) $16,208 ($1,430) -8.11 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $1,490 $990 198.00 %
Car Loans $0 $0 -
Other $5,134 ($509) -9.02 %
Total Debts $22,832 ($949) -3.99 %
 
Net Worth $487,399 $3,278 0.68 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of August 29, 2008. These are household totals.
Stocks: Hers $29,796 + Mine $17,753
Retirement:Hers $31,905, $54,476 + Mine $33,841, $29,393, $17,985
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.

Net Worth Report for July 2008

Assets   $ Diff % Diff
Cash $9,963 ($465) -4.46 %
Stocks $46,963 $1,407 3.09 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $169,976 ($237) -0.14 %
Home $220,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $6,000 $0 0.00 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $507,902 $705 0.14 %
Debts   $ Diff % Diff
Home Mortgage(s) $17,638 ($1,142) -6.08 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $500 ($709) -58.64 %
Car Loans $0 $0 -
Other $5,643 ($548) -8.85 %
Total Debts $23,781 ($2,399) -9.16 %
 
Net Worth $484,121 $3,104 0.65 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of July 31, 2008. These are household totals.
Stocks: Hers $29,796 + Mine $17,167
Retirement:Hers $33,679, $54,476 + Mine $34,443, $29,393, $17,985
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.

Net Worth Report for June 2008

Assets   $ Diff % Diff
Cash $10,428 ($1,591) -13.24 %
Stocks $45,556 $39 0.09 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $170,213 ($2,177) -1.26 %
Home $220,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $6,000 $0 0.00 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $507,197 ($3,729) -0.73 %
Debts   $ Diff % Diff
Home Mortgage(s) $18,780 ($1,138) -5.71 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $1,209 $322 36.30 %
Car Loans $0 $0 -
Other $6,191 ($445) -6.71 %
Total Debts $26,180 ($1,261) -4.60 %
 
Net Worth $481,017 ($2,468) -0.51 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of June 30, 2008. These are household totals.
Stocks: Hers $29,796 + Mine $15,760
Retirement:Hers $33,679, $54,476 + Mine $34,680, $29,393, $17,985
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.

Net Worth Report for May 2008

Assets   $ Diff % Diff
Cash $12,019 $6,350 112.01 %
Stocks $45,517 $779 1.74 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $172,390 $786 0.46 %
Home $220,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $6,000 $0 0.00 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $510,926 $7,915 1.57 %
Debts   $ Diff % Diff
Home Mortgage(s) $19,918 ($1,418) -6.65 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $887 $176 24.75 %
Car Loans $0 $0 -
Other $6,636 ($334) -4.79 %
Total Debts $27,441 ($1,576) -5.43 %
 
Net Worth $483,485 $9,491 2.00 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of May 30, 2008. These are household totals.
Stocks: Hers $29,796 + Mine $15,721
Retirement:Hers $33,679, $54,476 + Mine $36,857, $29,393, $17,985
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.

Net Worth Report for April 2008

Assets   $ Diff % Diff
Cash $5,669 ($4,150) -42.26 %
Stocks $44,738 $1,524 3.53 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $171,604 $9,313 5.74 %
Home $220,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $6,000 $0 0.00 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $503,011 $6,687 1.35 %
Debts   $ Diff % Diff
Home Mortgage(s) $21,336 ($2,620) -10.94 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $711 ($96) -11.90 %
Car Loans $0 $0 -
Other $6,970 ($413) -5.59 %
Total Debts $29,017 ($3,129) -9.73 %
 
Net Worth $473,994 $9,816 2.11 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of April 28, 2008. These are household totals.
Stocks: Hers $29,796 + Mine $14,942
Retirement:Hers $33,679, $54,476 + Mine $36,071, $29,393, $17,985
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.

Net Worth Report for March 2008

Assets   $ Diff % Diff
Cash $9,819 $3,154 47.32 %
Stocks $43,214 $237 0.55 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $162,291 ($2,119) -1.29 %
Home $220,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $6,000 $0 0.00 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $496,324 $1,272 0.26 %
Debts   $ Diff % Diff
Home Mortgage(s) $23,956 ($2,107) -8.08 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $807 $259 47.26 %
Car Loans $0 $0 -
Other $7,383 ($601) -7.53 %
Total Debts $32,146 ($2,449) -7.08 %
 
Net Worth $464,178 $3,721 0.81 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of March 31, 2008. These are household totals.
Stocks: Hers $29,796 + Mine $13,418
Retirement:Hers $33,679, $48,484 + Mine $31,932, $29,393, $18,803
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.

Net Worth Report for February 2008

Assets   $ Diff % Diff
Cash $6,665 ($1,043) -13.53 %
Stocks $42,977 ($1,297) -2.93 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $164,410 $462 0.28 %
Home $220,000 $36,000 19.57 %
Other Real Estate $0 $0 -
Cars $6,000 ($500) -7.69 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $495,052 $33,622 7.29 %
Debts   $ Diff % Diff
Home Mortgage(s) $26,063 ($3,642) -12.26 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $548 ($2,152) -79.70 %
Car Loans $0 $0 -
Other $7,984 ($494) -5.83 %
Total Debts $34,595 ($6,288) -15.38 %
 
Net Worth $460,457 $39,910 9.49 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of Feb 29, 2008. These are household totals.
Stocks: Hers $29,796 + Mine $13,181
Retirement:Hers $33,679, $48,484 + Mine $34,051, $29,393, $18,803
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.

Net Worth Report for January 2008

Assets   $ Diff % Diff
Cash $7,708 ($475) -5.80 %
Stocks $44,274 ($943) -2.09 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $163,948 $6,473 4.11 %
Home $184,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $6,500 $0 0.00 %
Personal Property $10,000 $0 0.00 %
Other $45,000 $0 0.00 %
Total Assets $461,430 $5,055 1.11 %
Debts   $ Diff % Diff
Home Mortgage(s) $29,705 ($3,796) -11.33 %
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $2,700 $1,689 167.06 %
Car Loans $0 $0 -
Other $8,478 ($329) -3.74 %
Total Debts $40,883 ($2,436) -5.62 %
 
Net Worth $420,547 $7,491 1.81 %
Net Worth History Chart
Monthly Entry
Personal Notes: As of Jan 18, 2008. These are household totals.
Stocks: Hers $30,878 + Mine $13,396
Retirement:Hers $36,745, $48,484 + Mine $30,523, $29,393, $18,803
Other Assets: Deposit on a new lot & new house.
Other Debts: Investment loan at preferred rate through closed bond credit union
All values in Cdn $.