jbmil's Net Worth for January 2012


Assets Value Change ($) Change (%)
Cash $63,112 ($4,428) (6.56%)
Stocks $62,221 $2,697 4.53%
Bonds $0 - -
Annuities $0 - -
Retirement $248,704 $18,091 7.84%
Home $654,000 - -
Other Real Estate $0 - -
Cars $28,000 - -
Personal Property $0 - -
Other $0 - -
$1,056,037 $16,360 1.57%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $398,042 ($622) (0.16%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 ($10,000) -
Car Loans $0 - -
Other $0 - -
Total Debts $398,042 ($10,622) (2.60%)
Net Worth $657,995 $26,982 4.28%
*All values shown in USD ($)
Notes:
$627,303 end of December last year, compared to 639,431 now. Not a real productive year saving. Had a peak networth of 676K, before markets tanked. Purchased one new car + a new A/C unit contributed to much of the lack of networth gain (over 30K in expenses). Expecting large tax return in Feb/Mar, bonus 1 of 12K in Feb, bonus 2 of about 5K in Apr/May, then large bonus of about 25K around Oct of this year. If markets behaves (no big drops) , Net worth should increase to over 700K this year. Any sort of market increases, could see things jump to 725K or more.

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