sustainablesavings' Net Worth for May 2009


Assets Value Change ($) Change (%)
Cash $140,905 $662 0.47%
Stocks $18,821 $2,126 12.73%
Bonds $0 - -
Annuities $0 - -
Retirement $72,895 $6,298 9.46%
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$232,621 $9,086 4.06%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $11,075 ($100) (0.89%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $11,075 ($100) (0.89%)
Net Worth $221,546 $9,186 4.33%
*All values shown in USD ($)
Notes:
Yay for recovery. More pretend money has appeared in our net worth this month due to increases in values of mutual funds. Some of it is saved cash. We are bringing in about $100 extra dollars a month due to moving money from online HYS to offline HYC. The problem with the HYC is the darn check card purchase requirements. So far, I've found myself purchasing unnecessary candy bars among other junk to meet the requirements. I never did roll over my 401Ks to my Roth. Still on the to do list. Not finding the perfect home. Wondering if renting a bigger place is a better idea than buying a bigger place. Hate to commit to something that isn't perfect that we'll end up selling when we do find the perfect place.

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