Friday, March 31, 2006

03.2006 Net Worth [+$8,835.73]

Do any of you look forward to figuring your monthly net worth numbers? I really can't wait to go through and put everything into my spreadsheet and see how things come out. I used to do it randomly, but that makes it a little harder to see how your improving since fluctuations can vary. So here's my net worth for March 2006: Change vs. previous month: $8,835.73 (4.99%) % 2006 Goal Complete: 29.4% % 2030 Goal Complete: 7.4% Some points of interest for this month's net worth update: - Recent Chase 0% offer. This won't affect my final net worth, but $$$ were shifted around. - Bonus received in March. - My big car loan payment hasn't been made yet, mainly because the process of doing the balance transfer has taken about a month. I plan to get that done in April. I also plan to do my major asset re-allocation in April. - I didn't have any major expenses in March. Upcoming expenses: - Taxes! Yuck. (~$2000, Federal and State). - I maybe making an electronics purchase (~$500). - Airline tickets for a wedding. If I'm able to maintain an average growth of $8,000 per month, I'll be able to meet my 2006 goal. I'll definitely need to start considering what stocks, funds, bonds to invest in with my upcoming asset re-allocation.

6 comments:

Apollo said...

Good month. Looks like your investments are doing well.

John said...

The first net worth post of the month! That's some great progress, keep up the good work.

freedumb said...

Thanks for the comments...Yeah, my investments did well this month...

My regular brokerage account went from $14.2k to $15.8k in a month, up around 10%. If only I had more invested! ESPP went up 3%.

2million said...

Wow! Great progress.

Tim MMF said...

Very nice progress...but why so much cash on hand? Maybe I missed a post where you expalin that. If so let me know. :) Thanks!

freedumb said...

Tim mmf, No reason really...I am planning on re-allocating at the end of this month though...I would like to have a more aggressive portfolio.