jbmil's Net Worth for December 2007


Assets Value Change ($) Change (%)
Cash $22,711 $3,892 20.68%
Stocks $74,499 $1,439 1.97%
Bonds $0 - -
Annuities $0 - -
Retirement $158,151 ($1,219) (0.76%)
Home $470,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $0 - -
Other $0 - -
$745,361 $4,112 0.55%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $318,123 ($947) (0.30%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $318,123 ($947) (0.30%)
Net Worth $427,238 $5,059 1.20%
*All values shown in USD ($)
Notes:
A few end of year numbers that I have from my spreadsheet: 38K increase in available cash held assets (includes anything easily converted to cash not in retirement account). Represents a 39% increase in assets of this type. 76K increase in all cash held assets (includs retirement). Represents rougly a 30% increase in assets of this type. 37K increase in retirement account. Represents a 31% increase. Still to do is figure out the breakdown of contributions to investment value increases. I imagine it will be something like 50/50. Doing a little analysis, I am having a little trouble accounting for about 10K-15K of spending. Would have thought my cash savings would have been between 45-50K. I can't remember if I paid off my car this year or the previous though (looks like I might have in January, but can't find the records right now). That would leave things correct for my average spending and a couple of big purchases (furniture, computer, and Auto repair). The first half of 07 will not be a good savings period, I have several major purchases coming: 1) Appliances and other home upgrades to prep home for sale. Budget 6500-8500. 2) Car repair (car needs body work, some of it is covered by insurance, other will be out of pocket) 3) A misc 7500 expense, plus another few expenses associated with that...

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