Fiscal Update – December 2010

By | 01/04/2011
Net Worth:
  • Assets:
  • Cash = $10,000
  • Stocks = $32,200
  • Home  = $237,000
  • Liabilities:
  • Mortgage = $212,300
  • Line of Credit = $4,000

Total Net Worth = $62,900* ( +4.13% MoM)

Overall 2010 Numbers:
Year to Date Net Worth +102.9%
Investments Ave Return 7.3%
Total Passive Income $650

High increase to yearly net worth is mainly because my net worth was low to begin with at the beginning of 2010. Goals for 2011 are to outperform the index with my investment portfolio and to accumulate over $100,000 in net worth by year’s end.

* Rounded to the nearest $100.

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