If anything makes the month of October worth it, at least my net worth has grown over 5%. The way the market has been performing and locking in my gains on my 401k, should help me get close to my 2006 goal of increasing my net worth by $100,000. We shall see…I’m currently at 77% of my goal with 2 months left. Christmas is around the corner though. Argh. So actually it’s more like 1.5 months left.
My investments in non-retirement grew almost 10%, thanks in part to the performance of my company’s stock. I have others as well, but my non-retirement investments is over 60% company stock, ~$20,000. Don’t worry my retirement is greatly diversified compared to my non-retirement investments.
No large expenses this month, none planned in November either. Christmas shopping, but I’m going to see if I can use points and other nifty things I’ve saved up through the year to fund Christmas, plus I got that brunch planned with friends.
| Assets | Nov-06 | Oct-06 | |
| Non-Retirement | |||
| Cash | $ 119,875.15 | $ 116,500.44 | |
| Investment (Stocks & Bonds) | $ 34,967.12 | $ 30,955.23 | |
| Subtotal | $ 155,092.27 | $ 147,455.67 | |
| Retirement | |||
| Subtotal | $ 110,288.48 | $ 106,153.09 | |
| Assets Subtotal | $ 265,380.75 | $ 253,608.76 | |
| Liabilities | |||
| Credit Cards | $ 31,577.43 | $ 31,710.01 | |
| Car Loan | $ – | $ – | |
| Liabilities Subtotal | $ 31,577.43 | $ 31,710.01 | |
| NET WORTH | $ 233,803.32 | $ 221,898.75 | |
| $ change vs previous month | $ 11,904.57 | $ 7,326.06 | |
| % change vs previous month | 5.36% | 3.41% | |
| 2006 goal % complete | 77.23% | 65.32% | |
| 2030 goal % complete | 9.35% | 8.88% | |
LAMoneyGuy
November 2, 2006 at 9:41 am
Wow, congrats on the fantastic month!
D
November 2, 2006 at 10:42 am
Holy Crap – Excellent Job!
Maria
November 2, 2006 at 2:33 pm
Wow! Great job! Good to see that your financial house is in order!
Single Ma
November 2, 2006 at 2:44 pm
Very nice increase! I’m impressed. Now what ya gettin me for Christmas?
Nagel
November 5, 2006 at 3:35 am
Great job. That last 23% might be the toughest if the market continues to be like last week.
S/100/30
November 10, 2006 at 6:22 am
Hey Freedumb, hope you’re doing ok!
Hustlermoneyblog
December 4, 2006 at 6:00 pm
pretty good. congrats