Net Worth Statement - March 3 2008 (+0.16%)

Posted March 3, 2008 by Chuck Posted in:

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 %

NetWorth

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.