The Sun’s Financial Diary

June turned out to be another solid month as our nest egg continued to grow in the past month, most of them coming from investments in our taxable accounts, despite a down month for the equity markets. For the month, the Dow Jones Industrial Average lost 219 points, or 1.6%, to close at 13,408 on [...]

Reporting time again!
The momentum we saw in April continued in May as we experienced another record-setting month. This time, the S&P 500 Index joined the Dow to close at the highest level in its history. For the month, the Dow gained 491 points, or 3.74%, the S&P 500 rose 44 points, or about 2.96%, and [...]

When I posted our latest net worth early this week, I didn’t realize that we have kind of reached a milestone until I was reminded by FMF at Free Money Finance. For the first time ever, our net worth (excluding house and cars related items) has passed the $500,000 or half a million mark. Having [...]

For the first four months of the year, our net worth has grown at a rate of 9.81%, adding more $45,000 to our nest egg. Of course, a major part of that increase came from contributions from our salaries as well as company matches in our retirement accounts. Nonetheless, our investments in various accounts (regular, [...]

Another month has concluded and it’s time to take a look how we did in April.
April is very solid month in general as the markets regained momentum after all the volatilities we experienced in late February and early March. It has been a record setting month (except the last day) for the Dow as the [...]

Our net worth growth returned to its normal rate in March after barely coming out positive in February as we got some cooperation from the markets (Dow rose 87 points in March, NASDAQ gained 5 points, and S&P added 14 points).

Overall in March, our net worth saw an addition of $15,032 (or 3.22%) as compared [...]

I can’t believe we even manged to post a small gain for February, after the brutal Tuesday when we lost nearly $16,000 on paper. The gain, a mere $431.87, was largely due to the annual bonus my wife received this month. My decision to sell a mutual fund early this month also helped in reducing [...]

Since I started tracking the monthly changes of our nest egg in last August, January 2007 was the first month that I saw a dip in our taxable investment accounts (accounts that are not tax deferred), though not by much. 

On January 31st, we have a total of $466,658 in our various savings and investment accounts. [...]

Yesterday, I got the last statement that concerns our 2006 passive income. It was from TreasuryDirect for our investment in 4-week T-Bills. Early in the week, I also received a statement from Buffalo Fund and it turned out that they also distributed capital gains in 2006. For us, we received about $827 in distribution.
Overall, [...]

This is just a quick summary of how our net worth changed at the end of December 2006 from the previous month. As I am writing a detailed review on our net worth, which will be out tomorrow, I don't want to duplicate the contents.
As of December 31st, 2006, our net worth was $458,992, [...]