Finance SitesCompareandsave.com best buy financial services; compare credit cards, loans, mortgages, car, home and pet insurance Compare Australian home loans or learn more about refinancing your mortgage. Get help managing your debts with debt help & advice for UK consumers. Search for personal loans online, read financial news stories, read about loan rates and keep updated. Send money to China using iKobo. The recipient receives Visa Debit Card. Online money transfer from iKobo. Get the Cash advances you need. We have Hawaii payday loans and Oregon payday loans. Choose your Best ISA options from dozens of investment funds Advertise Here Personal Finance Sites
|
September 16, 2005August 2005 Net Worth Update (+$2,050)Ok here is my 1st net worth statement. This is my second worst month of the year for me so far.Balance Sheet:Jul-05Aug-05Change% ChangeCash & Equivalent$ 4,347.87 $ 5,317.73 $ 969.86 22.31%Saving$ 17,473.35 $ 36,034.15 $ 18,560.80 106.22%Brokerage / DRIPs$ 38,885.49... October 4, 2005September 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 $... November 2, 2005October 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... December 2, 2005November 2005 Net Worth Update (+$8,582)Here's my net worth update for November as of 11/30/2005. A terrific month in large part due to a nice market upswing and significant share price gains in IBM and Merck. I am very close to my EOY goal of... January 3, 2006December 2005 Net Worth Update (+$3,539)Here's my net worth update for December as of 12/31/2005. It marks the end of a great year where I exceeded my goal of a net worth of $205,000. Nov-05 Dec-05 Change % Cash $ 3,355.59 $ 6,767.92 $... January 27, 20062005 Net Worth ReviewI have been looking forward to this time of the year, because I can finally put together the full numbers for 2005 and look for good or bad trends and areas I might be able to improve.Let me start with... February 1, 2006January 2006 Net Worth Update (+$9,814)Here's my net worth update for January as of 1/31/2006. It a great way to start the year and I am well on my way to reaching my year end net-worth goal of $265,000. Dec-05 Jan-06 Change % Cash... March 6, 2006February 2006 Net Worth Update (+$8,354)Here's my net worth update for February as of 2/28/2006. I'm happy to report another solid month of gains. At this rate I have underestimated my 2006 financial goals and may need to revise them to challenge myself further for... April 3, 2006March 2006 Net Worth Update (+$10,478)Here's my net worth update for March as of 3/31/2006. Its my first 5 digit monthly increase this year. However, I received my annual bonus from IBM this month which accounts for a significant portion of this month's gains. ... April 19, 2006Taking Assessment of My Portfolio Returns, Part 7: Lessons LearnedTo recap, here is a summary of my total net worth and eash asset class returns for 2005: Asset 12/31/2004 Return RoR Retirement Accounts $ 62,360 $ 8,331 13.36% Net Cash Accounts $ 77 $ 778 1012.10% Investment Accounts $... May 3, 2006April 2006 Net Worth Update (+$9,799)Here's my net worth update for April as of 4/30/2006. Another good month, however a big chunk of my gain is due to an accounting correction for tax liability. Ignoring this adjustment, I gained $6,799 for the month. Mar-06... June 5, 2006May 2006 Net Worth Update (+$3,249)Here's my net worth update for May as of 5/31/2006. All things considered I am happy with my overall performance given the stock market declines, recognizing some early temporary assignment expenses, and realizing some of the transaction costs from the... July 10, 2006June 2006 Net Worth Update (+$433)Here's my net worth update for June as of 6/30/2006. I am disappointed that I was only able to eke out a sub $500 increase. Declines in IBM stock price (ESPP) and the transaction costs associating with the closing of... August 9, 2006July 2006 Net Worth Update (+$5,445)Finally a month to get excited about! While this month's net worth change doesn't rank up there with the 5 figure increases I was seeing at the beginning of the year, it is a healthy $5,445 increase on a hectic... September 5, 2006August 2006 Net Worth Update (+$18,689)What a month! Investments faired well, I vested in my pension, and I made the most frivolous purchase of my lifetime as a sign of commitment to my fiancee. In the end I added $18,689 to my net worth ($1,261... October 2, 2006September 2006 Net Worth Update (+$7,863)It feels nice to see a solid monthly increase, especially one that isn't attributed to any one time gains. My net worth increased a healthy $7,863 even after spending $2k on a HVAC repair. From here on out its a... November 1, 2006October 2006 Net Worth Update (+$14,123)The markets continued to pick up steam this month and helped put me in a position to shoot for a $100k net worth increase for 2006. October resulted in my 2nd highest monthly gain ever! I also raised cash from...  Tags:
net worth
December 4, 2006November 2006 Net Worth Update (+$8,974)Another ok month, I can't be but so critical when my net worth is seeing high 4-digit increases. However, I think there is some room for improvement. If I want to be financially free asap, I need to stretch a... December 7, 2006Bill Gates Net WorthBill Gates (William Henry Gates III), Co-founder and former CEO of Microsoft has been rated by Forbes as the richest person in the world for the thirteenth straight year as of October 2006. According to Forbes, Bill Gates' current approximate... December 28, 2006Benchmarking my 2006 Net WorthAt the end of the year I always like to take a quick look at my current net worth compared to the benchmark I have created to make sure I am on track to reach my $2 million net worth... January 8, 2007December 2006 Net Worth Update (+$13,690)A great way to wrap up 2006. My net worth shot up $13,690, ending the year with my 3rd highest monthly gain ever. If only these kind of gains were the norm! Assets Nov-06 Dec-06 Change % Cash & Savings... January 22, 20072006 Net Worth ReviewI wanted to take a quick look at my net worth over the course of 2006 before I do a detailed analysis of how my net worth performed. Let me start with a chart of my monthly net worth for... January 25, 2007Taking Assessment of my Portfolio in 2006, Part 1: The Bottom LineNow that I have settled in a little bit - I am ready to take a look at the performance of my net worth over 2006. Last year doing this in-depth analysis revealed to me I was masking poor investment... January 29, 2007Taking Assessment of my Portfolio in 2006, Part 2: Retirement AccountsIn the 1st part of this series I determined that the total return for my net worth was a very respectable $45,335. I now want to dig further into this and see what the driving factors were for this past... January 31, 2007Taking Assessment of My Portfolio in 2006, Part 3: Cash AccountsIts time to take a look at the return from my cash investments. Basically I am accounting for all the available cash I held in checking, savings, and money market accounts in 2006. Since some accounts (such as my free... February 2, 2007Taking Assessment of My Portfolio in 2006, Part 4: Investment AccountsNow I turn my annual net worth review to my taxable stock investment accounts. I'll be honest, last year's portfolio review of my investment accounts was a rude awakening for me. The indexes had significant returns, yet I lost money... February 5, 2007January 2007 Net Worth Update (+$9,666)A mediocre start to the New Year. Any month where the markets have healthy gains is sub par for me if I can't get a 5 figure increase. I made some progress, but overspent during the holidays and adding some... February 7, 2007Taking Assessment of My Portfolio in 2006, Part 5: Company OwnershipI decided to review my holdings of my employer (IBM) separately from the rest of my taxable investments. I have both a small amount of options and regularly participate in the company's ESPP. In 2006, the stock valuation went from... February 14, 2007Taking Assessment of My Portfolio in 2006, Part 6: Investment PropertyThe next piece of my net worth is my rental property. This property was my primary residence that I converted to a rental property during the early part of 2005 after a major bathroom remodel. 2006 was the first full... March 5, 2007February 2007 Net Worth Update (-$1,351)My streak of 24 monthly net worth gains has come to an end. My net worth declined -$1,351 this month. Its my first monthly net worth loss since Jan 2005 when my net worth declined -$1,903. The bulk of the... April 2, 2007March 2007 Net Worth Update (+$10,274)A nice recovery in response to my first down month in 2 years. My net worth gained $10,274 mostly on a recovery in the market and receiving my annual bonus at work. Assets Feb-07 Mar-07 Change % Cash & Savings... May 3, 2007April 2007 Net Worth Update (+$17,394)Wow -- April turned out to be an unexpectedly strong month. The markets did well and helped me achieve my 2nd highest monthly net worth gain ever. IBM stock price rise also contributed to the monthly increase. Assets Mar-07 Apr-07... June 6, 2007May 2007 Net Worth Update (+$18,615)This month's net worth gain is $74 shy of my record set in my August 2006 net worth update. Regardless, its great to see such strength in my monthly gains -- a larger and larger portion due to paper investment... July 5, 2007June 2007 Net Worth Update (+$3,860)After a near record month in May, I had a less than stellar month in June. Income was up, expenses were up, and investment returns were negative -- in the end I was able to add about 1/2 the amount... August 3, 2007July 2007 Net Worth Update (+$4,505)Another positive month, slightly better than June, but below average for me over the past year. I guess I should be pleased that it was still a productive month given the significant drop in the stock market over the last... September 7, 2007August Net Worth Update (+$14,319)Finally a month to get excited about. I am probably more excited about this month then any other month of the year. I made good progress across the board with probably my last semi-normal month of expenses for the year.... October 5, 2007September Net Worth Update (+$10,788)A little overdue, things have been very hectic with all the last minute wedding planning. We are getting married in less than 2 weeks and the spending is now pretty much out of control. Next month I'll have to assess... November 5, 2007October Net Worth Update (+$38,472)October was a month full of huge changes! I continue to pile it on and present our new combined net worth update. This month's expenses included our wedding, honeymoon, and moving my wife to China with me. The finances have... December 3, 2007November Net Worth Update (-$1,523)November was a less than stellar month for us. Market declines including a sizable drop in the value of my stock options plus some wedding bill stragglers, and lack of any control of our spending in China has driven us... January 9, 2008December 2007 Net Worth Update (+$14,363)A good month for us to end the year on. After a loss last month and all the churn from the wedding expenses in the past couple months its nice to see some progress being made again. I just hope... January 25, 20082007 Net Worth ReviewI wanted to take a quick look at my net worth over the course of 2007 before I do a detailed analysis of how my net worth performed. Let me start with a chart of my monthly net worth for... February 7, 2008January Net Worth Update (+$1,782)We were able to eke out a small gain in January largely thanks to a small bonus I received at work. The markets were painful to experience this month and I am just happy we were able to end the... March 5, 2008February Net Worth Update (+$8,694)I didn't have a clue whether we were up or down this month till I finished running the numbers. Happily I can report we did pretty well given the volatility in the market. I have mixed feelings about the housing... April 1, 2008March Net Worth Update (+$10,605)The markets were all over the place again this month. My losses this month are masked by additional invesments in most of my equity categories. However, I have a new spreadsheet I am going to post shortly that should give... April 11, 2008Why Our Real Estate Values are Not Going Down On Our Net Worth I have been getting several comments about the steady value of the real estate in our net worth given the decline of housing prices across the US. Am I ignorant of the US housing market crisis since I am... May 5, 2008April 2008 Net Worth Update (+$14,068)April brought above average monthly returns for our stock investments but also brought higher expenses as we took a couple trips to explore what we could in Asia. Its been an amazing experience to travel around the other side of... May 12, 2008Investment Performance April 2008 (+3.89%)This is an ongoing monthly update on how our equity investments are performing. Please see this background on the investment tool I developed and how I am using it to track our performance against a benchmark to measure our progress... June 2, 2008May 2008 Net Worth Update (+$26,147)Wow -- this is a record breaking month for us. Excluding the month were we merged our finances, this month smashed through my/our highest monthly net worth change that was previously $18,689 in August 2006. A single reason can summarize... | About 2millionblog.comA personal finance weblog of my journey to reach my goal of $2 million + the value of my primary residence.
New Personal Finance Articles
|
