BA70's Net Worth for March 2011


Assets Value Change ($) Change (%)
Cash $29,660 $4,635 18.52%
Stocks $38,202 $73 0.19%
Bonds $46,147 $387 0.85%
Annuities $0 - -
Retirement $317,481 $2,963 0.94%
Home $210,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$641,490 $8,058 1.27%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $165,987 ($1,723) (1.03%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $165,987 ($1,723) (1.03%)
Net Worth $475,503 $9,781 2.10%
*All values shown in USD ($)
Notes:
03/04/11 Just got the tax refund - $6k. :-) On that note, we've been saving steadily to put down another $10k in pre-paid college for our daughter. We have about $8k saved so far, and need to have the full amount saved by May. With the tax refund now in hand, that goal is taken care of. The rest of the money is likely headed into our Roth - allocated towards cash while we wait for a correction. Lots of vacation planning going on - NYC in April, SC in May (booked!), Hampton Beach in August (almost booked). Probably $3,500 across the three trips. Much more than we typically spend, but what the heck, you only live once... 03/19/11 The correction has arrived. Bought some Uranium this week. Seemed like a no brainer. Will likely start funding our IRA and Coverdale for 2011 if the market continues to trend lower. There's plenty of bad news and uncertainty to make that happen.

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