Wow – another nice month to get excited about. What econoimic crisis? With investment returns like these we could be starting on a strong road to recovery or at least some temporary relief. I wouldn’t get too comfortable with the gains though – its hard for me to think these will continue for much longer. Too much too fast, but if they do, no complaints here.
|
Assets |
Apr-09 |
May-09 |
Change |
% |
|
Cash & |
$ |
$ |
$ |
4.15% |
|
Taxable |
$ |
$ |
$ |
3.13% |
|
Roth IRAs |
$ |
$ |
$ |
8.49% |
|
Pre-tax |
$ |
$ |
$ |
5.62% |
|
Stock |
$ |
$ |
$ |
60.02% |
|
ESPP |
$ |
$ |
$ |
3.33% |
|
House #1 - |
$ |
$ |
$ - |
0.00% |
|
House #2 - |
$ |
$ |
$ - |
0.00% |
|
House #3 - |
$ |
$ |
$ |
-0.56% |
|
House #4 - |
$ |
$ |
$ - |
0.00% |
|
Receivable |
$ - |
$ - |
$ - |
|
|
Other |
$ - |
$ - |
$ - |
|
|
Total Assets |
$ 1,009,571.36 |
$ 1,028,324.02 |
$ |
1.86% |
|
Liabilities |
|
|
|
|
|
Credit |
$ |
$ |
$ |
11.13% |
|
House #1 |
$ |
$ (113,930.23) |
$ |
-0.13% |
|
House #2 |
$ |
$ |
$ |
-0.52% |
|
House #3 |
$ |
$ |
$ |
-0.56% |
|
House #4 |
$ |
$ (240,102.56) |
$ |
-0.13% |
|
Rental |
$ |
$ |
$ - |
0.00% |
|
Additional |
$ |
$ |
$ |
|
|
Other |
|
|
$ - |
|
|
Total Liabilities |
$ |
$ (548,797.47) |
$ |
0.03% |
|
$2million Goal Progress* |
$ |
$ |
$ |
4.56% |
|
Net Worth |
$ |
$ |
$ |
4.03% |
Highlights for May
- All credit card debt (except current month’s purchases) is in the form of 0% APR balance transfers earning interest in my savings accounts. We paid off the last of our 0% balance transfers in January. The well has dried up for now, but we are ready to take advantages if any offers come our way.
- We track our real estate properties according to our cost basis (with the exception of House #3 which we may be selling soon).
- Our lives changed forever as we welcomed Baby 2million to our family. Im still in shock as we adjust to our new world. Blogging has been lighter than normal, but Im slowly getting into the swing of things
- I got contacted by a collections company saying I owed back taxes in Virginia for YR2003 even though I moved to NC in 2001. It scary to think about – how do you know any of the states you don’t live in think you owe them income taxes? I don’t think there really is way to be sure another state doesn’t believe your obliged to pay income taxes in their state unless they contact you.
- Investment gains are still looking good for May- the markets have gone up significanlty over the last 3 months.
You can see my previous monthly net worth updates here.
