orthokneepa's Net Worth for November 2010


Assets Value Change ($) Change (%)
Cash $55,973 $13,270 31.08%
Stocks $111,106 $6,920 6.64%
Bonds $0 ($200) -
Annuities $0 - -
Retirement $166,141 $11,027 7.11%
Home $535,000 $250 0.05%
Other Real Estate $0 - -
Cars $25,750 ($160) (0.62%)
Personal Property $5,000 - -
Other $18,000 - -
$916,970 $31,107 3.51%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $332,266 ($580) (0.17%)
Other Mortgage(s) $0 - -
Student Loans $29,669 ($110) (0.37%)
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $361,935 ($690) (0.19%)
Net Worth $555,035 $31,797 6.08%
*All values shown in USD ($)
Notes:
Net worth now relects combined net worth of my wife and I. The Market had a good November. Being equity heavy has helped again. Looking to invest as much as possible especially if there is another downturn. A large amount of cash has been saved again. Will try to build up a bit more before investing in more stocks or an income property or commercial property. Real estate is single family home, will appreciate at 4% a year average for my area which is 1500 a month. I held it flat this month as the Case/Schiller index fell and I dont want to get ahead of myself on valuation. Misc Asset is jewlery and is entered at appraised value. Now 30, wife 27, 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 due to very little debt with a heavy amount of assets, esp stocks. We are very equity heavy, holding NO BONDS. I look for stocks with very little debt, growing EPS, large cash balance, and increasing dividend. Carry on.....

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