Net Worth Statement – December 3 2007

Posted December 3, 2007 by Chuck Posted in: Net Worth

Taxable Accounts:

$2,331.07 – Liquid Savings – 4.50% APY HSBC Savings Account
$25,128.31 – Savings – 5.30% APY Countrywide Savings Accounts
$15,731.53 – Stocks – Misc. Direct Investments
$5,861.64 – Stocks – Ameritrade Izone
$2,657.18 – Stocks – Zecco
$2,647.58 – Bonds – TreasuryDirect

$54,357.31 TOTAL

Retirement Savings:

$17,555.93 – ROTH IRA – Vanguard
$1,115.42 – ROTH IRA – Scottrade
$55,011.88 – 401K – T. Rowe Price

$73,683.23 TOTAL

Debts

$3,052.81 – Student Loan – AES (3.625%)
$4,308.00 – Credit Card BT – Chase(0%)
$17,816.28 – Credit Card BT – BOA NEA (0%)
$7,346.18 – Credit Card BT – Juniper (0%)
$19,793.00 – Credit Card BT – Upgromise (0%)

$52,316.27 TOTAL

Housing / Automobiles

$265,943.83 – Mortgage – Countrywide
$339,900.00 – Approximate Home Value
$9,988 – Approximate Car Value – Edmunds.com

$83,694.29 – TOTAL (Approximate Equity)

Networth Breakdown

Assets $ Diff % Diff
Cash $27,459 ($1,369) -4.75 %
Stocks $24,250 ($1,338) -5.23 %
Bonds $2,648 $22 0.84 %
Retirement $73,683 ($1,788) -2.37 %
Home $339,500 $0 0.00 %
Cars $9,988 ($213) -2.09 %
Total Assets $477,528 ($4,708) -0.98 %
       
Debts $ Diff % Diff
Home Mortgage(s) $265,944 ($463) -0.17 %
Student Loans $3,053 ($42) -1.36 %
Credit Card $49,263 ($641) -1.28 %
Total Debts $318,260 ($1,146) -0.36 %
 
Net Worth $159,268 ($3,562) -2.19 %

NetWorth

Summary

Yet another down month. The stock market didn’t treat me very well this month which is the major cause for the decline. I have been making some progress on my debts though which is at least slightly uplifting.

Monthly Goals

With the holidays this month it will be tough to make any advances. I will try my best but most likely will see another net worth decline barring a stock market surge.

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Retirement Savings
$57,919.77

Non-Retirement Savings
$43,749.52