November 2007 Net Worth Snapshot
In a month where the stock market, and subsequently our investments, took a beating, we were still able to pull out enough of an overall increase to reach our 2007 net worth goal of $70,000. Woot! Woot! And to think, the wife didn’t think it was going to be possible. [...]
October 2007 Net Worth Snapshot
October was another step in the right direction. In fact, we are less than $250 away from hitting out year end goal of $70k. With a little luck, we’ll actually finish the year closer to $75k.
Because I just started my new job, I am not currently eligible to contribute to the 401(k) plan, so it [...]
Net Worth Monthly Percentage Change
I was recently asked by CFO Dad in a comment:
Wondering if you have ever graphed/tracked your monthly % change in assets over time. What is a “good” month? What does this average to annually, and how does this change over time? (Obviously harder to maintain a high % increase when you have a very large [...]
September 2007 Net Worth Snapshot
September was a good month. In fact, the increase of $3,846.66 is actually our second highest increase ever, just beating January 2006’s gain of $3,842.11 by a couple of dollars. Most of the gains came in our investment accounts as the market picked up this month. But, our home equity also saw a large jump [...]
August 2007 Net Worth Snapshot
During the month of August, we improved our net worth by 3% with an increase of $1,813.81. This month, we celebrated our anniversary with a small weekend vacation, and my wife started another semester of college, which meant another round of tuition and books. It’ll be nice when she graduates, but currently she’s still [...]
July 2007 Net Worth Snapshot
What would have been a pretty disappointing month was saved by my 401k. It was the only asset that had any significant gains, and without it, it looks like my net worth would have suffered about a $2 drop for the month. The large increase in the 401k was due to my employer [...]
June 2007 Net Worth Snapshot
June had its ups and downs and the market didn’t perform so well, but we managed to pull out a 2.3% net worth increase of $1,355.06 bringing out total net worth up to $59,331.16
May 2007 Net Worth Snapshot
May was a super expensive month for us, but our net worth was bailed out by another strong month for the stock market which keeps setting new records.
April 2007 Net Worth Snapshot
April was another good month where we saw progress in all categories.
All of our stock investments saw positive gains thanks to the strong market performance in April.
Again, because I was hesitant to include home equity in the calculation, it is an ultra-conservative number. It is more accurately the amount of our mortgage that we have [...]
March 2007 Net Worth Snapshot
After last month’s disappointing results, we were able to get things back on track this month. Our net worth passed the fairly significant mark of $50,000, which we had expected to do last month. That puts us 1/20th of the way to a million dollars.
The home equity total increased more that usual because we [...]
