RSS
 

Net Worth 03.2006 [$186,018.48,+$8,835.73]

31 Mar

Do any of you look forward to figuring your monthly net worth numbers? I really can’t wait to go through and put everything into my spreadsheet and see how things come out. I used to do it randomly, but that makes it a little harder to see how your improving since fluctuations can vary.

So here’s my net worth for March 2006:

Change vs. previous month: $8,835.73 (4.99%)
% 2006 Goal Complete: 29.4%
% 2030 Goal Complete: 7.4%

Some points of interest for this month’s net worth update:
- Recent Chase 0% offer. This won’t affect my final net worth, but $$$ were shifted around.
- Bonus received in March.
- My big car loan payment hasn’t been made yet, mainly because the process of doing the balance transfer has taken about a month. I plan to get that done in April. I also plan to do my major asset re-allocation in April.
- I didn’t have any major expenses in March.

Upcoming expenses:
- Taxes! Yuck. (~$2000, Federal and State).
- I maybe making an electronics purchase (~$500).
- Airline tickets for a wedding.

If I’m able to maintain an average growth of $8,000 per month, I’ll be able to meet my 2006 goal. I’ll definitely need to start considering what stocks, funds, bonds to invest in with my upcoming asset re-allocation.

 
6 Comments

Posted in General

 

Tags: ,

Leave a Reply

 

*
To prove you're a person (not a spam script), type the security word shown in the picture. Click on the picture to hear an audio file of the word.
Click to hear an audio file of the anti-spam word

 
 
 

  1. Apollo

    March 31, 2006 at 8:25 pm

    Good month. Looks like your investments are doing well.

     

  2. John

    April 1, 2006 at 1:22 am

    The first net worth post of the month! That’s some great progress, keep up the good work.

     

  3. freedumb

    April 1, 2006 at 11:38 am

    Thanks for the comments…Yeah, my investments did well this month…

    My regular brokerage account went from $14.2k to $15.8k in a month, up around 10%. If only I had more invested! ESPP went up 3%.

     

  4. 2million

    April 3, 2006 at 3:06 am

    Wow! Great progress.

     

  5. Tim MMF

    April 11, 2006 at 8:30 am

    Very nice progress…but why so much cash on hand? Maybe I missed a post where you expalin that. If so let me know. :) Thanks!

     

  6. freedumb

    April 11, 2006 at 11:10 pm

    Tim mmf, No reason really…I am planning on re-allocating at the end of this month though…I would like to have a more aggressive portfolio.