Networthpey's Net Worth for July 2012


Assets Value Change ($) Change (%)
Cash $7,108 $1,109 18.49%
Stocks $51,278 $3,145 6.53%
Bonds $0 - -
Annuities $0 - -
Retirement $34,866 $2,182 6.68%
Home $332,000 - -
Other Real Estate $0 - -
Cars $6,000 ($100) (1.64%)
Personal Property $2,000 - -
Other $0 - -
$433,252 $6,336 1.48%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $320,228 ($691) (0.22%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,701 $359 26.75%
Car Loans $0 - -
Other $0 - -
Total Debts $321,929 ($332) (0.10%)
Net Worth $111,323 $6,668 6.37%
Notes:
I did pretty well this month, considering I bought quite a few items for the house -- lawn mower, tools, a rug, washing machine, yard items, etc. Taxable account dividends received in June of 2012: 01Jun, AFL, $31.43 01Jun, CHD, $4.92 01Jun, COP, $24.83 06Jun, V, $3.10 08Jun, EXC, $21.06 11Jun, TGT, $13.09 11Jun, XOM, $12.79 12Jun, MMM, $8.32 12Jun, JNJ, $20.45 14Jun, MSFT, $9.80 15Jun, DOV, $8.61 15Jun, TAP, $14.02 15Jun, SVU, $30.48 19Jun, CHL, $27.88 25Jun, WM, $25.43 -------------------------- June 2012 taxable dividend receipt total: $246.21 I continued with my 401(k) contribution of 5% -- plus a 4% match -- which will allow me to sock away about $5,500 a year to my tax-sheltered account and I'm also contributing $5,000 a year to the Roth IRA. I believe I'm still on track to reach my goal of obtaining a net worth of $150,000 by the age of 30. I'll be 31 in February of 2014 and I believe I can make this goal. It may come down to the housing market, when determining if I can make this goal, but I'm optimistic. June 2012 saw the best June stock market return since the mid 90s, which helped give me a boost this month.

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