orthokneepa's Net Worth for December 2010


Assets Value Change ($) Change (%)
Cash $55,857 ($116) (0.21%)
Stocks $127,223 $16,117 14.51%
Bonds $0 - -
Annuities $0 - -
Retirement $175,817 $9,676 5.82%
Home $535,750 $750 0.14%
Other Real Estate $0 - -
Cars $25,650 ($100) (0.39%)
Personal Property $6,000 $1,000 20.00%
Other Assets $18,000 - -
$944,297 $27,327 2.98%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $331,684 ($582) (0.18%)
Other Mortgage(s) $0 - -
Student Loans $29,516 ($153) (0.52%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $361,200 ($735) (0.20%)
Net Worth $583,097 $28,062 5.06%
*All values shown in USD ($)
Notes:
Net worth now relects combined net worth of my wife and I. The Market had a good December also. Being equity heavy has helped again. Looking to invest as much as possible especially if there is another downturn which I believe we may see within a month or two. A good deal of money was put into equities again. They also appreciated quite a bit. Real estate is single family home, will appreciate at 4% a year average for my area which is 1500 a month. I only added 750 this month. Misc Asset is jewlery and is entered at appraised value. Personal property is furniture etc in house. This is carried at nearly 1/3 or 1/4 of price paid. 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 missed net worth goal of 600k by years end by 17k. Our goal now is 1 million net worth by the end of 2012. 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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