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

Net Worth Archive for 2010

Net Worth Report for December 2010

Assets   $ Diff % Diff
Cash $20,000 $0 0.00 %
Stocks $65,000 $0 0.00 %
Bonds $3,500 $0 0.00 %
Annuities $0 $0 -
Retirement $610,000 $20,000 3.39 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $1,000 $0 0.00 %
Personal Property $85,000 $10,000 13.33 %
Other $0 $0 -
Total Assets $934,500 $30,000 3.32 %
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 $934,500 $30,000 3.32 %
Net Worth History Chart
Monthly Entry

Net Worth Report for November 2010

Assets   $ Diff % Diff
Cash $20,000 $0 0.00 %
Stocks $65,000 $0 0.00 %
Bonds $3,500 $0 0.00 %
Annuities $0 $0 -
Retirement $590,000 $20,000 3.51 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $1,000 $0 0.00 %
Personal Property $75,000 $0 0.00 %
Other $0 $0 -
Total Assets $904,500 $20,000 2.26 %
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 $904,500 $20,000 2.26 %
Net Worth History Chart
Monthly Entry

Net Worth Report for October 2010

Assets   $ Diff % Diff
Cash $20,000 $8,000 66.67 %
Stocks $65,000 $5,000 8.33 %
Bonds $3,500 $0 0.00 %
Annuities $0 $0 -
Retirement $570,000 $40,000 7.55 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $1,000 $0 0.00 %
Personal Property $75,000 $10,000 15.38 %
Other $0 $0 -
Total Assets $884,500 $63,000 7.67 %
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 $884,500 $63,000 7.67 %
Net Worth History Chart
Monthly Entry

Net Worth Report for September 2010

Assets   $ Diff % Diff
Cash $12,000 $3,000 33.33 %
Stocks $60,000 $0 0.00 %
Bonds $3,500 $0 0.00 %
Annuities $0 $0 -
Retirement $530,000 $5,000 0.95 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $1,000 $0 0.00 %
Personal Property $65,000 $5,000 8.33 %
Other $0 $0 -
Total Assets $821,500 $13,000 1.61 %
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 $821,500 $13,000 1.61 %
Net Worth History Chart
Monthly Entry

Net Worth Report for August 2010

Assets   $ Diff % Diff
Cash $9,000 ($39,000) -81.25 %
Stocks $60,000 $50,700 545.16 %
Bonds $3,500 $0 0.00 %
Annuities $0 $0 -
Retirement $525,000 $10,000 1.94 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $1,000 $0 0.00 %
Personal Property $60,000 $0 0.00 %
Other $0 $0 -
Total Assets $808,500 $21,700 2.76 %
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 $808,500 $21,700 2.76 %
Net Worth History Chart
Monthly Entry
Bought XOM stock with most of cash assets...time will tell if this was wise. Stocks in our retirement account have held firm.

Net Worth Report for July 2010

Assets   $ Diff % Diff
Cash $48,000 $10,000 26.32 %
Stocks $9,300 ($600) -6.06 %
Bonds $3,500 $0 0.00 %
Annuities $0 $0 -
Retirement $515,000 $10,000 1.98 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $1,000 $0 0.00 %
Personal Property $60,000 $5,000 9.09 %
Other $0 $0 -
Total Assets $786,800 $24,400 3.20 %
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 $786,800 $24,400 3.20 %
Net Worth History Chart
Monthly Entry
Overall I didn't fare too bad with the May-June downturn in the market. Putting all my savings into cash as this point. Also decided to drop 10K off of home we paid 175K for in 2009. I like pricing my home and autos what I think is below market value. Market for houses where I live have dropped 3-4% in last year, and about 8% from peak in 2007. I think we are heading for more rough housing waters until homes are priced about 2-2.5 times household incomes for most of America.

Net Worth Report for June 2010

Assets   $ Diff % Diff
Cash $38,000 $0 0.00 %
Stocks $9,900 ($100) -1.00 %
Bonds $3,500 $0 0.00 %
Annuities $0 $0 -
Retirement $505,000 ($10,000) -1.94 %
Home $150,000 ($10,000) -6.25 %
Other Real Estate $0 $0 -
Cars $1,000 $0 0.00 %
Personal Property $55,000 $0 0.00 %
Other $0 $0 -
Total Assets $762,400 ($20,100) -2.57 %
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 $762,400 ($20,100) -2.57 %
Net Worth History Chart
Monthly Entry
Overall I didn't fare too bad with the severe May downturn in the market. Also decided to drop 10K off of home we paid 175K. Pricing my home and autos very conservative.

Net Worth Report for May 2010

Assets   $ Diff % Diff
Cash $38,000 $3,000 8.57 %
Stocks $10,000 $0 0.00 %
Bonds $3,500 $1,000 40.00 %
Annuities $0 $0 -
Retirement $515,000 $10,000 1.98 %
Home $160,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $1,000 $0 0.00 %
Personal Property $55,000 $5,000 10.00 %
Other $0 $0 -
Total Assets $782,500 $19,000 2.49 %
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 $782,500 $19,000 2.49 %
Net Worth History Chart
Monthly Entry

Net Worth Report for April 2010

Assets   $ Diff % Diff
Cash $35,000 ($3,000) -7.89 %
Stocks $10,000 $0 0.00 %
Bonds $2,500 $0 0.00 %
Annuities $0 $0 -
Retirement $505,000 ($10,000) -1.94 %
Home $160,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $1,000 $0 0.00 %
Personal Property $50,000 ($5,000) -9.09 %
Other $0 $0 -
Total Assets $763,500 ($18,000) -2.30 %
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 $763,500 ($18,000) -2.30 %
Net Worth History Chart
Monthly Entry
After many years finally decided to go on a decent vacation, even taking the family along! Not much to report, except weather is finally warming up.

Net Worth Report for March 2010

Assets   $ Diff % Diff
Cash $38,000 $5,000 15.15 %
Stocks $10,000 $700 7.53 %
Bonds $2,500 $0 0.00 %
Annuities $0 $0 -
Retirement $515,000 $40,000 8.42 %
Home $160,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $1,000 ($8,000) -88.89 %
Personal Property $55,000 $10,000 22.22 %
Other $0 $0 -
Total Assets $781,500 $47,700 6.50 %
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 $781,500 $47,700 6.50 %
Net Worth History Chart
Monthly Entry
After many years finally decided to go on a decent vacation, even taking the family along! Not much to report, except weather is finally warming up.

Net Worth Report for February 2010

Assets   $ Diff % Diff
Cash $33,000 $3,000 10.00 %
Stocks $9,300 $100 1.09 %
Bonds $2,500 $0 0.00 %
Annuities $0 $0 -
Retirement $475,000 ($10,000) -2.06 %
Home $160,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $9,000 ($1,000) -10.00 %
Personal Property $45,000 ($3,000) -6.25 %
Other $0 $0 -
Total Assets $733,800 ($10,900) -1.46 %
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 $733,800 ($10,900) -1.46 %
Net Worth History Chart
Monthly Entry

Net Worth Report for January 2010

Assets   $ Diff % Diff
Cash $30,000 ($3,000) -9.09 %
Stocks $9,200 ($300) -3.16 %
Bonds $2,500 $0 0.00 %
Annuities $0 $0 -
Retirement $485,000 $10,000 2.11 %
Home $160,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $10,000 $0 0.00 %
Personal Property $48,000 ($2,000) -4.00 %
Other $0 ($2,500) -
Total Assets $744,700 $2,200 0.30 %
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 $744,700 $2,200 0.30 %
Net Worth History Chart
Monthly Entry