Savings / Checking : $ 68,000 Last Month : $ 78,000
Illiquid assets : $ 0 Last Month : $ 0
Taxable Investments: $252,000 Last Month : $226,000
Retirement Accounts: $219,000 Last Month : $218,000
Credit card debts : $ -5,000 Last Month : $-11,000
Combined Net Worth : $534,000 Last Month : $511,000
Well it was a pretty good month. That big jump in our taxable investments was me adding another $10,000 in funds into Zecco combined with some great comebacks on a few of our stocks, and my wife's scheduled ESPP purchase. That ESPP money is basically in limbo until the purchase occurs. I suppose that could be listed in Illiquid assets, but I'm not going to check her paystub right? Hmmm... You can track my stock purchases on two portfolio sites I use: Cake Financial and Icarra.
Our rent is increasing by 8%. Our apartment in San Francisco is not eligible for rent control since it was built after 1979. That means a little less savings each month, but I think I can get around that by contributing to pre-tax 401k rather than after-tax Roth(k). I'll have to think about that. I'm currently contributing 10% to pre-tax, and 5% after-tax. By going to a full 15% pre-tax, I think I could regain the rent increase. Still, more to calculate.
The housing market is still looking pretty poor. Patrick.net is pretty much all doom and gloom. There's a web site trying to petition against the housing bailout at AngryRenter.com. It will be interesting to see whether that's successful or not.
4 comments:
not too shabby! I saw on your widget you had VDSI on the list. I was considering buying a bit myself. How's it fared for you?
VDSI is currently my poorest performing stock from the Motley Fool. Their guidance wasn't reassuring, so I'm willing to hang on another year to see if they can turn it around. I'm hoping to see some improvement before then of course, but we'll have to see.
Why do you post your net worth for the world to see?
Why do you post your net worth for the world to see?
Good question Anon. Honestly, it makes me feel good to boast in a slightly anonymous way. I continue to look for validation of my progress, and I believe I get it by doing this and interacting with other finance bloggers out there.
Post a Comment