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

Net Worth Report for December 2013

Assets   $ Diff % Diff
Cash $148,249 $1,698 1.16 %
Stocks $36,285 $1,010 2.86 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $289,403 $9,398 3.36 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $473,937 $12,106 2.62 %
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 $473,937 $12,106 2.62 %
Net Worth History Chart
Monthly Entry
come see me at networthshare.com! I've moved on...

Year end review. Not too shabby! Net worth is up $99K from prior year. Blew away the $75K increase goal I made. Blew away the prior year increase of $68K. Rocking. Of course, I only had to hold up my end of the bargain- maxing out the 401K, Roths, and meeting our other savings goals, a total of $35K. The rest came from market gains. I invest primarily in mutual funds and target date funds, so it's a no-brainer approach to that end. Another year come and gone with waaay to much sitting in cash, though, and that's a bummer, because that money doesn't do much for me. Too bad. Will move a chunk to 529s ASAP.

Net Worth Report for November 2013

Assets   $ Diff % Diff
Cash $146,551 $575 0.39 %
Stocks $35,275 $356 1.02 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $280,005 $3,319 1.20 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $461,831 $4,250 0.93 %
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 $461,831 $4,250 0.93 %
Net Worth History Chart
Monthly Entry
I'm entering NW info in lots of places these days, first in my excel file, then at the new networthshare beta site, and also here. Why? I like to have the excel version, I run projections and such there. It has some more detailed history than my online records. I will eventually move to one web based site, to be determined. I am hoping NWS takes off so I can ditch the unsupported NWIQ, but time will tell. In the meantime I will keep both going.

Net Worth Report for October 2013

Assets   $ Diff % Diff
Cash $145,976 ($24,892) -14.57 %
Stocks $34,919 $1,162 3.44 %
Bonds $0 $0 -
Annuities $0 $0 -
Retirement $276,686 $10,917 4.11 %
Home $0 $0 -
Other Real Estate $0 $0 -
Cars $0 $0 -
Personal Property $0 $0 -
Other $0 $0 -
Total Assets $457,581 ($12,813) -2.72 %
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 ($26,000) -
Total Debts $0 ($26,000) -
 
Net Worth $457,581 $13,187 2.97 %
Net Worth History Chart
Monthly Entry
Okay! Our year end goal has been reached 2 months early! Hooray for us! It would be a stretch, but I would be thrilled if we hit $475K by 12/31!

After some back and forth with my amazingly generous sister, the $26K she gave us is no longer in our cash, nor is the offsetting debt lingering on the balance sheet. $10K was given back to her, and $8K went into each kid's 529 plan. I'm glad we always accounted for that at a net impact of zero. It was easy to give back.

A little fun analysis on my net worth history. It took about 3 years and 11 months after I started my post collegiate education to save my first 100K. The next 100K took only 1 year and 11 months. So the first 200K took 5 years and 10 months. The next 200K took 4 years and 6 months. Not stunning, by any means, but I suppose this indicates that it is getting a tiny bit easier. Hoping to hit 500K by April 2014. And hoping the 2nd 500K (and the first million) isn't too far off after that!