orthokneepa's Net Worth for October 2010


Assets Value Change ($) Change (%)
Cash $42,703 ($22,969) (34.98%)
Stocks $104,186 $33,995 48.43%
Bonds $200 - -
Annuities $0 - -
Retirement $155,114 $54,315 53.88%
Home $534,750 $268,250 100.66%
Other Real Estate $0 - -
Cars $25,910 $20,410 371.09%
Personal Property $5,000 - -
Other Assets $18,000 - -
$885,863 $354,001 66.56%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $332,846 $166,066 99.57%
Other Mortgage(s) $0 - -
Student Loans $29,779 ($105) (0.35%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $362,625 $165,961 84.39%
Net Worth $523,238 $188,040 56.10%
*All values shown in USD ($)
Notes:
Net worth now relects combined net worth of my wife and I. The Market had a so so October. A large portion of cash was switched over to stocks. Looking for some big gains with my positions now. Real estate is single family home, will appreciate at 4% a year average for my area which is 1500 a month. Misc Asset is jewlery and is entered at appraised value. Now 29, net worth goal of $250,000 by 30 reached 9 months early on my own. Every entry before 10/10 reflects this. We are looking for a net worth of 600,000 + by years end. 1 million within the next 2 years. A big part of our success has been very little debt with a heavy amount of assets, esp stocks. We are very equity heavy. I look for stocks with very little debt, growing EPS, large cash balance, and increasing dividend.

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