sustainablesavings' Net Worth for December 2013


Assets Value Change ($) Change (%)
Cash $148,249 $1,698 1.16%
Stocks $36,285 $1,010 2.86%
Bonds $0 - -
Annuities $0 - -
Retirement $289,403 $9,398 3.36%
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$473,937 $12,106 2.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $473,937 $12,106 2.62%
*All values shown in USD ($)
Notes:
Year end review. Not too shabby! Net worth is up $99K from prior year. Blew away the $75K increase goal I made. Blew away the prior year increase of $68K. Rocking. Of course, I only had to hold up my end of the bargain- maxing out the 401K, Roths, and meeting our other savings goals, a total of $35K. The rest came from market gains. I invest primarily in mutual funds and target date funds, so it's a no-brainer approach to that end. Another year come and gone with waaay to much sitting in cash, though, and that's a bummer, because that money doesn't do much for me. Too bad. Will move a chunk to 529s ASAP.

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