orthokneepa's Net Worth for September 2010


Assets Value Change ($) Change (%)
Cash $65,672 ($155) (0.24%)
Stocks $70,191 $7,619 12.18%
Bonds $200 - -
Annuities $0 - -
Retirement $100,799 $12,439 14.08%
Home $266,500 $750 0.28%
Other Real Estate $0 - -
Cars $5,500 - -
Personal Property $5,000 - -
Other $18,000 $2,000 12.50%
$531,862 $22,653 4.45%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $166,780 $384 0.23%
Other Mortgage(s) $0 - -
Student Loans $29,884 ($247) (0.82%)
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $196,664 $137 0.07%
Net Worth $335,198 $22,516 7.20%
*All values shown in USD ($)
Notes:
The Market had a fantstic September. Retirement and the taxible stock account reflect this. Fortunately again this is a product of being very equity heavy. Real estate is 500k house that was purchased with fiance. Since we are just recently married Im only counting half the mortage and assessed value towards my net worth. Next month will start a new combined net worth entry Since area real estate appreciates at an average of 4% per year I will reflect this in my monthly net worth. (Currently at 750/ month for my interest in the house.) House was just refinance at 4.5% so that reflects the change in the mortgage owed. Cash had decreased because of closing costs. My half of money from wedding was included. Next month nearly 34k will be moved into equities. Misc Asset is jewlery and is entered at appraised value. Now 29, net worth goal of $250,000 by 30 reached 9 months early. Personal net worth could be over 350,000 at years end.

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