wantabeamillionaire's Net Worth for January 2013


Assets Value Change ($) Change (%)
Cash $20,631 ($2,330) (10.15%)
Stocks $4,183 $324 8.40%
Bonds $3,397 $16 0.47%
Annuities $0 - -
Retirement $406,179 $19,303 4.99%
Home $490,000 - -
Other Real Estate $0 - -
Cars $52,000 ($500) (0.95%)
Personal Property $0 - -
Other Assets $31,100 $2,540 8.89%
$1,007,490 $19,353 1.96%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $407,828 ($1,918) (0.47%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $6,305 ($3,409) (35.09%)
Car Loans $30,515 ($836) (2.67%)
Other Debts $0 - -
Total Debts $444,648 ($6,163) (1.37%)
Net Worth $562,842 $25,516 4.75%
*All values shown in USD ($)
Notes:
The market took off after the fiscal cliff drama was figured out by Congress (the President was absent except to name call). January was huge in the market. I am sticking to a strategy to redistribute assets towards 25% international stocks, 55% domestic stocks and 20% domestic bonds allocation in index etfs. Other assets are college savings. pg 39

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