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, [...]
