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RSSOctober 2005 Net Worth Update (+$1,790)
Here's my net worth update for October as of 10/31/2005. My 2nd worse month of the year, but in large part due to the market heading south and the significant price drop in Pfizer. I am closing in on my EOY goal of $205,000 and hope to make it with a big push in December with some patent bonus money that may be awarded.
| | | | Change | % |
| Cash & Equivalent | $ 6,605.26 | $ 4,101.22 | $ (2,504.04) | -37.91% |
| Saving | $ 35,975.47 | $ 34,680.74 | $ (1,294.73) | -3.60% |
| Brokerage | $ 39,776.90 | $ 39,134.34 | $ (642.56) | -1.62% |
| Roth IRA | $ 19,582.31 | $ 19,377.94 | $ (204.37) | -1.04% |
| 401(k) | $ 64,657.09 | $ 66,062.41 | $ 1,405.32 | 2.17% |
| Stock Option | $ - | $ - | $ - | 0.00% |
| ESPP | $ 25,497.05 | $ 28,972.42 | $ 3,475.37 | 13.63% |
| Home Equity | $ 40,127.99 | $ 40,303.00 | $ 175.01 | 0.44% |
| Other Assets | $ - | $ - | $ - | 0.00% |
| Receivable (Payable) | $ - | $ - | $ - | 0.00% |
| Reserve Funds | $ - | $ - | $ - | 0.00% |
| Loans | $ (39,144.25) | $ (37,764.02) | $ 1,380.23 | -3.53% |
| Tax Liability | $ - | $ - | $ - | 0.00% |
| Total | $ 193,077.82 | $ 194,868.05 | $ 1,790.23 | 0.93% |
Highlights for October:
-Finished paying off my car loan to my parents
-Started paying down 2 out of 4 of my 0% Balance Transfer offers since I found out my credit score was taking a small beating
-My net worth suffered from a significant drop in Pfizer stock price towards the end of the month.
-Stock Investments for October (Outside of 401k & ESPP):
$1150 in Pfizer DRIP
$250 in Duke Energy DRIP
$350 in Vanguard Roth IRA (Windsor II fund)
by 2million on
11/02/05
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Comments (1)
DATE: 10:13 AM
Thought you might like to see how you compared to other personal finance bloggers in October:PF Bloggers Net Worth - October 2005
Posted by pfadvice | September 10, 2006 3:05 PM