The Sun’s Financial Diary

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 [...]

Early last week, FMF at Free Money Finance announced his own version of “March Madness,” competition of best posts from personal finance bloggers. I thought it’s a great idea to get a chance to read what other bloggers consider their best articles. Also since I have been writing on this Dairy for 6 months, it’s [...]

It has been a while since I made last sale on Amazon.com. Not because I emptied my inventory (in fact, I had quite a few left from last year’s shopping spree), I simply forgot to list them. Then yesterday, I finally got time to check what I have in the closet and put 6 items [...]

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, [...]

The first tax document for 2006 arrived over the weekend from T. R. Price. Currently, I own three T. R. Price funds in my taxable accounts: PRSVX, PRNEX, and TREMX. The reason I call these taxable accounts is to separate them from tax deferred accounts such as 401(k)s and IRAs. The name also says that [...]

This is the third part of my year-end review. In the first two segments of this review series, I looked our own contributions in 2006 and how a good market helped us in growing our net worth. Now it's time to see how we did exactly.
We started 2006 with a net worth of $294,299 [...]

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, [...]

This is the second part of our 2006 year-end review. In the first part, we looked at what we have done in 2006 in order to grow our nest egg. The main contributer to our net worth is our regular contributions to all accounts. In fact, we totally added about $87,608 new money into our [...]