Twitter
Email
RSSSeptember 2005 Net Worth Update (+$8,739)
Here's my net worth update for September. The increase is on track and I am closing in on my EOY goal of $205,000.
| | Aug-05 | Sep-05 | Change | % |
| Cash & Equivalent | $ 5,317.73 | $ 6,605.26 | $ 1,287.53 | 24.21% |
| Saving | $ 36,034.15 | $ 35,975.47 | $ (58.68) | -0.16% |
| Brokerage | $ 39,242.72 | $ 39,776.90 | $ 534.18 | 1.36% |
| Roth IRA | $ 19,182.86 | $ 19,582.31 | $ 399.45 | 2.08% |
| 401(k) | $ 62,923.82 | $ 64,657.09 | $ 1,733.27 | 2.75% |
| Stock Option | $ - | $ - | $ - | 0.00% |
| ESPP | $ 25,853.03 | $ 25,497.05 | $ (355.98) | -1.38% |
| Home Equity | $ 39,953.80 | $ 40,127.99 | $ 174.19 | 0.44% |
| Other Assets | $ - | $ - | $ - | 0.00% |
| Receivable (Payable) | $ - | $ - | $ - | 0.00% |
| Reserve Funds | $ - | $ - | $ - | 0.00% |
| Loans | $ (44,169.73) | $ (39,144.25) | $ 5,025.48 | -11.38% |
| Tax Liability | $ - | $ - | $ - | 0.00% |
| Total | $ 184,338.38 | $ 193,077.82 | $ 8,739.44 | 4.74% |
Highlights
-A portion of this month's net worth increase is from the reimbursement for my business trip in August (Note the large drop in the Loans line item). This is one of the downsides to cash based accounting compared to accrual based accounting.
-I focused on cutting down my "dining out" expenses in September since I have spent ~$500/month for the past 2 months on "dining out". According to my MS Money report I spent ~$230 for the month of September.
-I bought 3 new tires this month for my car at walmart for ~$170.
-Investment wise I continued to add to positions in Pfizer.
Related in Net Worth:
2011 Net Worth Review (Jan 05, 2012) Its been a awhile since I posted an updated chart of our net worth growth. Here a net worth growth update including all of 2011: Progress continues to be made, but the better part of 2011 appears to be a...
December 2011 Net Worth Update (+$18,477) (Jan 04, 2012) Assets Nov-11 Dec-11 Change % Cash & Savings $ 22,960.53 $ 27,882.26 $ 4,921.73 21.44% Taxable Brokerage Accts $ 152,906.99 $ 158,906.63 $ 5,999.64 3.92% Roth IRAs $ 77,482.86 $ 82,652.93 $ 5,170.07 6.67% Pre-tax Retirement Accts $ 270,954.68...
November 2011 Net Worth Update (-$12,639) (Dec 12, 2011) It was no surprise that there was some pullback in our net worth value after a record setting gain in our October net worth. Assets Oct-11 Nov-11 Change % Cash & Savings $ 22,483.16 $ 22,960.53 $ 477.37 2.12% Taxable...
Comments (3)
DATE: 7:00 PM
hey dude, check out abp, not sure what price to remomend to you, but i think its a great long term buy and is also a hedge against gas prices. I agree that pfe is a good buy right now. anything below 24 is really worth adding a large position to.
Posted by eli | September 10, 2006 3:03 PM
DATE: 8:26 AM
abp really tracks natural gas more than oil, anyway. gl
Posted by eli | September 10, 2006 3:03 PM
DATE: 9:58 AM
You might want to check out http://www.personalfinanceweekly.com for more ideas.
Posted by Anonymous | September 10, 2006 3:03 PM