Net Worth Statement – March 3 2008 (+0.16%)
Net Worth
Taxable Accounts:
$1,791.06 – Liquid Savings – 3.55% APY HSBC Savings Account
$15,310.77 – Savings – 4.25% APY Countrywide Savings Account
$3,215.48 – Checking – 3.01% APY Schwabb Investor Checking Account
$14,893.49 – Stocks – Misc. Direct Investments
$5,256.05 – Stocks – Ameritrade Izone
$3,474.02 – Stocks – Zecco
$2,663.50 – Bonds – TreasuryDirect
$46,604.37 TOTAL
Retirement Savings:
$16,477.72 – ROTH IRA – Vanguard
$1,099.76 – ROTH IRA – Scottrade
$54,108.48 – 401K – T. Rowe Price
$71,685.96 TOTAL
Debts
$2,925.53 – Student Loan – AES (3.625%)
$4,056.00 – Credit Card BT – Chase(0%)
$17,288.28 – Credit Card BT – BOA NEA (0%)
$7,128.18 – Credit Card BT – Juniper (0%)
$4,778.73 – Credit Card BT – Bank Atlantic (0%)
$19,700.00 – Credit Card BT – Upromise (0%)
$55,873.72 TOTAL
Housing / Automobiles
$264,539.52 – Mortgage – Countrywide
$339,900.00 – Approximate Home Value
$8,961 – Approximate Car Value – Edmunds.com
$84,321.48 – TOTAL (Approximate Equity)
Networth Breakdown
| Assets | $ Diff | % Diff | |
| Cash | $20,317 | ($2,417) | -10.63 % |
| Stocks | $23,624 | $416 | 1.79 % |
| Bonds | 2,663 | $4 | 0.15 % |
| Retirement | $71,686 | $1,344 | 1.91 % |
| Home | $339,500 | $0 | 0.00 % |
| Cars | $8,961 | ($255) | -2.77 % |
| Total Assets | $466,751 | ($908) | -0.19 % |
| Debts | $ Diff | % Diff | |
| Home Mortgage(s) | $264,540 | ($470) | -0.18 % |
| Student Loans | $2,926 | ($42) | -1.42 % |
| Credit Card | $52,948 | ($631) | -1.18 % |
| Total Debts | $320,414 | ($1,143) | -0.36 % |
| Net Worth | $146,337 | $235 | 0.16 % |

Summary
Yay! Though it may not seem like a lot, its my first positive month since June. Its been a tough few months but I think I am finally in a position to see my net worth consistently rise at this point, barring any more market problems.
Monthly Goals
Stay the path. Did a great job with spending this month and that has to continue next month as well. Hopefully the market will continue to at least level out and provide some stability for my investments.
Popularity: 1% [?]
Post a Comment »
| Recent Posts | Recent Comments | Popular Posts |
- Will: Hi, I've learned alot from reading about everyone's experien...
- Will: Hi, I've learned alot from reading about everyone's experien...
- yany: it's going to be 6wks on friday and i havent received NOTHIN...
- Georgeanna in Oregon: Dear Jennifer, I feel your pain. Our taxes were done by our ...
- jennifer: I dont understand what is going on this year. We have been u...


Oops… good catch Jane
Oops, it’s 2008, not 2007! I still write it sometimes, so no biggie…