Taxable Accounts:

$469.12 – Liquid Savings – 3.0% APY HSBC Savings Account
$13,000.45 – Savings – 2.90% APY Countrywide Savings Account
$6,549.94 – Checking – 2.2% APY Schwabb Investor Checking Account
$11,069.78 – Stocks – Misc. Direct Investments
$2,560.09 – Stocks – Ameritrade Izone
$1,760.54 – Stocks – Zecco
$2,730.62 – Bonds – TreasuryDirect

$38,140.54 TOTAL

Retirement Savings:

$11,947.70 – ROTH IRA – Vanguard
$509.36 – ROTH IRA – Scottrade
$41,606.40 – 401K – T. Rowe Price

$54,063.46 TOTAL

Debts

$2,589.17 – Student Loan – AES (3.625%)
$14,850.00 – Credit Card BT – BOA MC (0%)
$15,886.04 – Credit Card BT – BOA NEA (0%)
$4,405.39 – Credit Card BT – Bank Atlantic (0%)
$12,219.72 – Credit Card BT – Upromise (0%)

$49,950.32 TOTAL

Housing / Automobiles

$260,181.97 – Mortgage – Countrywide
$339,500.00 – Approximate Home Value
$8,037.00 – Approximate Car Value – Edmunds.com

$87,173.92 – TOTAL (Approximate Equity)

Networth Breakdown

Summary

Well yet another down month for the market pulled me down. Retirement went down 10% (really more than that considering I was putting in contributions during this time). Stocks went down as well but that number is a little deceptive because I was forced out of my Wrigley position due to them going going private. I was able to build up my cash positions a bit which is always helpful around the holidays.

Pretty depressing to see my net worth back down to the levels it was 2 years ago when I started this blog and tracking process.

Monthly Goals

Continue building cash reserves. Think about locking in some losses for tax purposes before the end of the year.

Popularity: 1% [?]