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Net Worth Archive for 2012

Net Worth Report for December 2012

Assets   $ Diff % Diff
Cash $20,000 $5,000 33.33 %
Stocks $122,000 ($2,000) -1.61 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $760,000 $0 0.00 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $118,000 ($2,000) -1.67 %
Total Assets $1,170,000 $1,000 0.09 %
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 $1,170,000 $1,000 0.09 %
Net Worth History Chart
Monthly Entry

Net Worth Report for November 2012

Assets   $ Diff % Diff
Cash $15,000 $0 0.00 %
Stocks $124,000 $4,000 3.33 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $760,000 $20,000 2.70 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $120,000 $0 0.00 %
Total Assets $1,169,000 $24,000 2.10 %
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 $1,169,000 $24,000 2.10 %
Net Worth History Chart
Monthly Entry

Net Worth Report for October 2012

Assets   $ Diff % Diff
Cash $15,000 ($15,000) -50.00 %
Stocks $120,000 $0 0.00 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $740,000 $10,000 1.37 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $120,000 $10,000 9.09 %
Total Assets $1,145,000 $5,000 0.44 %
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 $1,145,000 $5,000 0.44 %
Net Worth History Chart
Monthly Entry

Net Worth Report for September 2012

Assets   $ Diff % Diff
Cash $30,000 $0 0.00 %
Stocks $120,000 $5,000 4.35 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $730,000 $10,000 1.39 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $110,000 $5,000 4.76 %
Total Assets $1,140,000 $20,000 1.79 %
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 $1,140,000 $20,000 1.79 %
Net Worth History Chart
Monthly Entry

Net Worth Report for August 2012

Assets   $ Diff % Diff
Cash $30,000 $0 0.00 %
Stocks $115,000 $5,000 4.55 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $720,000 $10,000 1.41 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $105,000 $0 0.00 %
Total Assets $1,120,000 $15,000 1.36 %
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 $1,120,000 $15,000 1.36 %
Net Worth History Chart
Monthly Entry

Net Worth Report for July 2012

Assets   $ Diff % Diff
Cash $30,000 $5,000 20.00 %
Stocks $110,000 $5,000 4.76 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $710,000 $10,000 1.43 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $105,000 $0 0.00 %
Total Assets $1,105,000 $20,000 1.84 %
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 $1,105,000 $20,000 1.84 %
Net Worth History Chart
Monthly Entry

Net Worth Report for June 2012

Assets   $ Diff % Diff
Cash $25,000 $5,000 25.00 %
Stocks $105,000 ($15,000) -12.50 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $700,000 ($70,000) -9.09 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $105,000 ($5,000) -4.55 %
Total Assets $1,085,000 ($85,000) -7.26 %
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 $1,085,000 ($85,000) -7.26 %
Net Worth History Chart
Monthly Entry
The illness in Europe over the infection from long-term Socialism has affected me now. America "save-haven" for now.

Net Worth Report for May 2012

Assets   $ Diff % Diff
Cash $20,000 $4,000 25.00 %
Stocks $120,000 $0 0.00 %
Bonds $0 ($3,900) -
Annuities $0 $0 -
Retirement $770,000 $0 0.00 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $110,000 $0 0.00 %
Total Assets $1,170,000 $100 0.01 %
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 $1,170,000 $100 0.01 %
Net Worth History Chart
Monthly Entry
decided not to include my small amount of I bonds. Child college education money. Most of net worth is tied up in on-line IRA brokerage accounts, stock account I treat as a long term "CD" invested in dividend paying stocks that I re-invest. Am going to build my cash account as it is probably too low.

Net Worth Report for April 2012

Assets   $ Diff % Diff
Cash $16,000 ($4,000) -20.00 %
Stocks $120,000 $0 0.00 %
Bonds $3,900 ($100) -2.50 %
Annuities $0 $0 -
Retirement $770,000 $0 0.00 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $110,000 $0 0.00 %
Total Assets $1,169,900 ($4,100) -0.35 %
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 $1,169,900 ($4,100) -0.35 %
Net Worth History Chart
Monthly Entry

Net Worth Report for March 2012

Assets   $ Diff % Diff
Cash $20,000 $14,000 233.33 %
Stocks $120,000 ($3,000) -2.44 %
Bonds $4,000 $100 2.56 %
Annuities $0 $0 -
Retirement $770,000 $20,000 2.67 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $110,000 $5,000 4.76 %
Total Assets $1,174,000 $36,100 3.17 %
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 $1,174,000 $36,100 3.17 %
Net Worth History Chart
Monthly Entry

Net Worth Report for February 2012

Assets   $ Diff % Diff
Cash $6,000 ($2,000) -25.00 %
Stocks $123,000 $3,000 2.50 %
Bonds $3,900 $0 0.00 %
Annuities $0 $0 -
Retirement $750,000 $20,000 2.74 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $105,000 $5,000 5.00 %
Total Assets $1,137,900 $26,000 2.34 %
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 $1,137,900 $26,000 2.34 %
Net Worth History Chart
Monthly Entry
Not much in cash, perhaps too much in the NYSE and NASDAQ

Net Worth Report for January 2012

Assets   $ Diff % Diff
Cash $8,000 ($2,000) -20.00 %
Stocks $120,000 $2,000 1.69 %
Bonds $3,900 $0 0.00 %
Annuities $0 $0 -
Retirement $730,000 ($10,000) -1.35 %
Home $150,000 $0 0.00 %
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $100,000 ($15,000) -13.04 %
Total Assets $1,111,900 ($25,000) -2.20 %
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 $1,111,900 ($25,000) -2.20 %
Net Worth History Chart
Monthly Entry