sustainablesavings' Net Worth for July 2008


Assets Value Change ($) Change (%)
Cash $112,668 $5,456 5.09%
Stocks $24,250 ($799) (3.19%)
Bonds $0 - -
Annuities $0 - -
Retirement $76,286 $318 0.42%
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$213,204 $4,975 2.39%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $12,034 ($98) (0.81%)
Credit Cards $9,741 $27 0.28%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $21,775 ($71) (0.33%)
Net Worth $191,429 $5,046 2.71%
*All values shown in USD ($)
Notes:
Cash savings are still going strong, plus we have a small savings account at our B&M bank that I wasn't including prior to this month. The balance in that account is just shy of $700 right now. The market continues to depress, causing minimal gains in the retirement funds despite consistent deferrals to the account, as well as more drops in the mutual funds we hold. Still a much better month than June. I also did a mid year tax estimation, and it looks like a couple payments of $600 are necessary to avoid penalties on underwithholding. One payment will be made in September, and the next in January.

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