Networthpey's Net Worth for January 2013


Assets Value Change ($) Change (%)
Cash $6,366 ($50,474) (88.80%)
Stocks $14 ($4,811) (99.71%)
Bonds $0 - -
Annuities $0 - -
Retirement $43,472 $2,325 5.65%
Home $340,785 $4,683 1.39%
Other Real Estate $0 - -
Cars $5,400 ($100) (1.82%)
Personal Property $2,000 - -
Other $0 - -
$398,037 ($48,377) (10.84%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $265,155 ($50,330) (15.95%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,829 ($357) (16.33%)
Car Loans $0 - -
Other $0 - -
Total Debts $266,984 ($50,687) (15.96%)
Net Worth $131,053 $2,310 1.79%
Notes:
Refinancing is complete. New 30 year, 3.65% fixed interest rate while eliminating $312.50 a month of private mortgage insurance. First payment due February of 2013. Here are my dividends for December 2012: 31Dec2012 - VO $39.24 28Dec2012 - VFIFX $193.80 28Dec2012 - VDIGX $32.88 18Dec2012 - JSMGX $74.94 17Dec2012 - TAP $14.02 14Dec2012 - MINHX $48.39 14Dec2012 - FSTMX $231.65 14Dec2012 - SWPPX $78.71 14Dec2012 - MWTIX $49.10 13Dec2012 - MSFT $11.27 02Dec2012 - COP $24.83 December 2012 total: $798.83 -- Not a bad month! My 401(k) contributions are now at 7% -- plus a 4% match -- which will allow me to sock away about $6,500 a year to my tax-sheltered account and I'm also contributing $5,500 a year to the Roth IRA in 2013. 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. Prediction of net worth change: + $2,500

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