Net worth
April 2007 Score Card — Part I: Net Worth
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 [...]
March 2007 Score Card — Part I: Net Worth
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 [...]
February 2007 Score Card — Part I: Net Worth
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 [...]
January 2007 Score Card — Part I: Net Worth
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. [...]
2006 Passive Income Update
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, [...]
December 2006 Score Card — Part I: Net Worth
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, [...]
Year-to-Date Net Worth Change by Category and Passive Income Update
From what happened to our net worth so far this year, 2006 will turn out to be a great year, though we still have one month to go. Compared to what we had when 2006 began, our net worth at the end of November has increased nearly 44%. Unless the stock markets take a big [...]
November 2006 Score Card — Part I: Net Worth
I used to summarize our monthly expenses before calculating the net worth, but last month I was a little behind in recording all the expenses. Fortunately, we paid most of the charges with credit cards, so I am not worried too much about missing transactions. In addition, I was eager to see how we did [...]
What Are Those $100,000+ Gains Exactly?
Last night, when I finished the final calculation of our October net worth, I found that we had a net increase of $106,792 in the first 10 months of this year. That was really a surprise as I never expect we can do this well. So exactly where did those gains come from? Here's a [...]
October 2006 Score Card — Part II: Net Worth
Summary:
October turned out to be another solid month as we saw an increase of $16,810.66 in our net worth. Excluding house and car related assets and liabilities, the total net worth at the end of October is $401,089, up 4.37% from September, thanks to a record-setting month of stock markets. The reason I excluded house [...]
