jbmil's Net Worth for October 2007


Assets Value Change ($) Change (%)
Cash $27,549 $3,498 14.54%
Stocks $57,756 $515 0.90%
Bonds $0 - -
Annuities $0 - -
Retirement $159,726 $3,234 2.07%
Home $470,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $0 - -
Other $0 - -
$735,031 $7,247 1.00%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $319,543 ($470) (0.15%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 ($1,000) -
Car Loans $0 - -
Other $0 - -
Total Debts $319,543 ($1,470) (0.46%)
Net Worth $415,488 $8,717 2.14%
*All values shown in USD ($)
Notes:
Still pretty good it being early in October. Should have lots of momentum going in to the end of the year with a raise + 401K maxed, + my OASDI deductions seemed to have maxed. Don't think I will hit the magic 500K mark until sometime next year (I'd predict April next year). I do have some major purchases coming that may offset some of this (appliances & new TV) but I may hold off on some of those items till after I do my taxes. Overall I'm pretty happy with the net worth since Feb going up from: 356K to 416K (as of Oct 12). That's 60K in 8 Months, or almost 66% of my pre-tax salary. Of that 56K was increases in assets. The rest I am assuming is from decrease in mortgage. On the investment side, I still think I can do quite a bit better, and I still think I spend too much money and could budget a bit better.

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