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Net Worth Archive for 2007

Net Worth Report for December 2007

Assets   $ Diff % Diff
Cash $94,281 $25,461 37.00 %
Stocks $177,477 ($6,588) -3.58 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $209,352 ($3,160) -1.49 %
Home $0 $0 -
Other Real Estate $337,500 $0 0.00 %
Cars $24,000 $0 0.00 %
Personal Property $15,000 $0 0.00 %
Other $6,618 $0 0.00 %
Total Assets $864,228 $15,713 1.85 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $10,700 ($330) -2.99 %
Other $30,000 $0 0.00 %
Total Debts $40,700 ($330) -0.80 %
 
Net Worth $823,528 $16,043 1.99 %
Net Worth History Chart
Monthly Entry
===========================
Year 2007 Market Performance:
S&P: 3.9%
Dow: 6.5%
Nasdaq: 9.5%
NOK: 85%
===========================

Stock markets pulled back during Dec, 2007-
11/02/2007 to 11/30/2007
S&P: -0.25%
Dow: -0.25%
Nasdaq: 0.5%
NOK: -4.5%
===========================

Expense reimbursement of $20K during this period.

NOK changed to $38.39 (from $39.33) as of 12/31/2007.

No Deposits into Stocks (Fidelity - JWOS) this month.
Deposits to 401k contributions ~3k.

Special expenses:
Chicago Move -
Ticket: $220
House cleaning: $90
House+car Moving advance: $575 + $125
Wii remotes: $120
Lease breaking: $2500
Locksmith: $55

Next Month Anticipation:
Expense reimbursement of ~$8k
Home buying expense - Escrow $15k

Net Worth Report for November 2007

Assets   $ Diff % Diff
Cash $68,820 $17,254 33.46 %
Stocks $184,065 ($4,231) -2.25 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $212,512 ($1,532) -0.72 %
Home $0 $0 -
Other Real Estate $337,500 $0 0.00 %
Cars $24,000 ($1,000) -4.00 %
Personal Property $15,000 $0 0.00 %
Other $6,618 $0 0.00 %
Total Assets $848,515 $10,491 1.25 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $11,030 ($796) -6.73 %
Other $30,000 $0 0.00 %
Total Debts $41,030 ($796) -1.90 %
 
Net Worth $807,485 $11,287 1.42 %
Net Worth History Chart
Monthly Entry
Stock markets pulled back slightly -
11/02/2007 to 11/30/2007
S&P: %
Dow: %
Nasdaq: %
NOK: %

Expense reimbursement of $16K during this period.

NOK remains unchanged @ 39.33 (from 39.71) as of 11/30/2007.

No Deposits into Stocks (Fidelity - JWOS) this month.
Deposits to 401k contributions ~3k.

Special expenses:
Trip to Keywest - ~$250
Thanksgiving exp - $650 ($307 ticket+shopping)
Immigration GC - $540

Next Month Anticipation:
Expense reimbursement of ~$20k

Net Worth Report for October 2007

Assets   $ Diff % Diff
Cash $51,566 $2,296 4.66 %
Stocks $188,296 $12,108 6.87 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $214,044 $2,308 1.09 %
Home $0 $0 -
Other Real Estate $337,500 $0 0.00 %
Cars $25,000 $0 0.00 %
Personal Property $15,000 $0 0.00 %
Other $6,618 $0 0.00 %
Total Assets $838,024 $16,712 2.03 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $11,826 ($358) -2.94 %
Other $30,000 $0 0.00 %
Total Debts $41,826 ($358) -0.85 %
 
Net Worth $796,198 $17,070 2.19 %
Net Worth History Chart
Monthly Entry
Increase in Stocks & 401k due to -
10/4/2007 to 11/02/2007
S&P: (0.25)%
Dow: 4.5%
Nasdaq: 5.0%
NOK: 8.35%

Increase in NOK to 39.71 (from 36.65) as of 11/02/2007.

No Deposits into Stocks (Fidelity - JWOS) this month.
Deposits to 401k contributions ~3k.

Other Assets - Stock protfolio in India
Other Debts - Dinesh Dues

Special expenses:
Trip to Detroit - ~$500
MBA App fee - $1200
Ear rings - $211

Next Month Anticipation:
Expense reimbursement of ~$20k

Net Worth Report for September 2007

Assets   $ Diff % Diff
Cash $49,270 ($2,296) -4.45 %
Stocks $176,188 $22,219 14.43 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $211,736 $14,555 7.38 %
Home $0 $0 -
Other Real Estate $337,500 $0 0.00 %
Cars $25,000 $0 0.00 %
Personal Property $15,000 $0 0.00 %
Other $6,618 $0 0.00 %
Total Assets $821,312 $34,478 4.38 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $12,184 ($358) -2.85 %
Other $30,000 $0 0.00 %
Total Debts $42,184 ($358) -0.84 %
 
Net Worth $779,128 $34,836 4.68 %
Net Worth History Chart
Monthly Entry
Increase in Stocks & 401k due to the markets -
08/31/2007 to 10/03/2007
S&P: 4.5%
Dow: 4.5%
Nasdaq: 5.0%
NOK: 11.5%

Increase in NOK to 36.65 (from 32.88) as of 10/03/2007.

No Deposits into Stocks (Fidelity - JWOS) this month.
Deposits to 401k contributions ~3k.

Other Assets - Stock protfolio in India (6618 as of 11/02/2007)
Other Debts - Dinesh Dues
Old car cash realized in this month ~6k.

Special expenses:
MBA App fees: $700
Gifts: $100
Chicago trip: $150

Net Worth Report for August 2007

Assets   $ Diff % Diff
Cash $51,566 $2,631 5.38 %
Stocks $153,969 $8,876 6.12 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $197,181 $1,953 1.00 %
Home $0 $0 -
Other Real Estate $337,500 $0 0.00 %
Cars $25,000 $0 0.00 %
Personal Property $15,000 $0 0.00 %
Other $6,618 $0 0.00 %
Total Assets $786,834 $13,460 1.74 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $12,542 ($358) -2.78 %
Other $30,000 $0 0.00 %
Total Debts $42,542 ($358) -0.83 %
 
Net Worth $744,292 $13,818 1.89 %
Net Worth History Chart
Monthly Entry
Increase in Stocks & 401k due to the markets -
08/04/2007 to 08/31/2007
S&P: 2.9%
Dow: 1.8%
Nasdaq: 3.5%
NOK: 11%

Increase in NOK to 32.88 (from 30.xx) as of 08/31/2007.

No Deposits into Stocks (Fidelity - JWOS) this month.
Deposits to 401k contributions ~3k.

Other Assets - Stock protfolio in India (6618 as of 11/02/2007)
Other Debts - Dinesh Dues
Old car cash to be realized in next month = ~6k.

Special expenses:
India trip - $2100
Essay service - $624
Car Insurance - $530

Net Worth Report for July 2007

Assets   $ Diff % Diff
Cash $48,935 ($21,648) -30.67 %
Stocks $145,093 $3,907 2.77 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $195,228 ($6,311) -3.13 %
Home $0 $0 -
Other Real Estate $337,500 $0 0.00 %
Cars $25,000 $25,000 -
Personal Property $15,000 $0 0.00 %
Other $6,618 $0 0.00 %
Total Assets $773,374 $948 0.12 %
Debts   $ Diff % Diff
Home Mortgage(s) $0 $0 -
Other Mortgage(s) $0 $0 -
Student Loans $0 $0 -
Credit Card $0 $0 -
Car Loans $12,900 $12,900 -
Other $30,000 $0 0.00 %
Total Debts $42,900 $12,900 43.00 %
 
Net Worth $730,474 ($11,952) -1.61 %
Net Worth History Chart
Monthly Entry
Decrease in Stocks & 401k due to the pull back of markets -
S&P: -3.5%
Dow: -0.9%
Nasdaq: -2.7%

Increase in NOK to 30.xx after the 2Q results.

Deposits into Stocks (Fidelity - JWOS)of 7k
Deposits to 401k contributions ~3k.

Other Assets - Stock protfolio in India (6618 as of 11/02/2007)
Other Debts - Dinesh Dues
Bought new car, Acura TSX @ 27.3k on the road; down payment 15k; loan - 12.3k @2.9% APR.
Old car cash to be realized in next month = 5.8k.

Net Worth Report for June 2007

Assets   $ Diff % Diff
Cash $70,583 ($9,317) -11.66 %
Stocks $141,186 $17,312 13.98 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $201,539 $12,310 6.51 %
Home $0 $0 -
Other Real Estate $337,500 $0 0.00 %
Cars $0 $0 -
Personal Property $15,000 $0 0.00 %
Other $6,618 $0 0.00 %
Total Assets $772,426 $20,305 2.70 %
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 $30,000 $0 0.00 %
Total Debts $30,000 $0 0.00 %
 
Net Worth $742,426 $20,305 2.81 %
Net Worth History Chart
Monthly Entry
Increase in Stocks & 401k due to -
Inncrease in mkt in general & Nok @ 29.91
Deposits into Stocks (Fidelity - JWOS)of 7k
Deposits to 401k contributions ~3k.

Other Assets - Stock protfolio in India (6618 as of 11/02/2007)
Other Debts - Dinesh Dues

Net Worth Report for May 2007

Assets   $ Diff % Diff
Cash $79,900 - -
Stocks $123,874 - -
Bonds $0 - -
Annuities $0 - -
Retirement $189,229 - -
Home $0 - -
Other Real Estate $337,500 - -
Cars $0 - -
Personal Property $15,000 - -
Other $6,618 - -
Total Assets $752,121 - -
Debts   $ Diff % Diff
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Card $0 - -
Car Loans $0 - -
Other $30,000 - -
Total Debts $30,000 - -
 
Net Worth $722,121 - -
Net Worth History Chart
Monthly Entry
First entry to Networh IQ.