Net Worth Statement – December 1 2008 (-3.02%)
Net Worth
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
| Assets | $ Diff | % Diff | |
| Cash | $20,020 | $4,076 | 25.56 % |
| Stocks | $15,390 | ($2,255) | -12.78 % |
| Bonds | $2,730 | $0 | 0.00 % |
| Retirement | $54,063 | ($6,010) | -10.00 % |
| Home | $339,500 | $0 | 0.00 % |
| Cars | $8,037 | ($314) | -3.76 % |
| Total Assets | $439,740 | ($4,503) | -1.01 % |
| Debts | $ Diff | % Diff | |
| Home Mortgage(s) | $260,677 | $0 | 0.00 % |
| Student Loans | $2,589 | ($44) | -1.67 % |
| Credit Card | $47,361 | ($443) | -0.93 % |
| Total Debts | $310,627 | ($487) | -0.16 % |
| Net Worth | $129,113 | ($4,016) | -3.02 % |

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.
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