Net worth
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 [...]
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October 2006 Score Card — Part I: Expenses
Ok, it's reporting time and it begins with the monthly expenses.
Summary:
The daily living costs of October was $1697, slightly higher than that of September when we spent $1649. The increase is about 3% (equivalent to the annual inflation rate ?) However, there are some one-time expenses that I think will not repeat in [...]
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So How Did October Help Boost Our Net Worth?
As the closing bell sounded on Wall Street, the month of October came to an end, at least financially. How did we do this month?
Well, I don't have the exact number yet, but considering that the Dow kept setting new record highs this month (up from 11676 to 12080), we definitely got some help from [...]
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September 2006 Score Card — Part IV: Asset Allocation
This is the last item on the September 2006 score card: asset allocations of the taxable accounts.
In addition to investing regularly in our retirement accounts (401(k)s, Roth IRAs), I also have some stocks, ETFs, and mutual funds in taxable accounts. Right now, these accounts serve as supplements to our retirement investments. When it comes [...]
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Net Worth Update
One of my mutual fund holdings, Columbia Strategic Investor Z (CSVFX), lost more than $2.60 in NAV on September 20th. At that time, I thought it must be due to income distributions. But I forgot to check my account from their website and didn't take the distribution into consideration when calculating my September net worth.
Last [...]
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