Fiscal Update – January 2011 – New Year’s Bump

• Assets:
• Cash = $7,000 (-3000)
• Stocks = $34,500 (+2000 )
• Home  = $243,000 (+6000 )
• Liabilities:
• Mortgage = $212,000 (-300 )
• Others = $0 (-4,000 )

Total Net Worth = $72,500* ( +15.26% MoM)


Huge increase to personal worth this month because I adjusted my home’s price based on last year’s inflation rate. Stock market also did really well this month. Paid off the line of credit by selling some mutual funds.


Better late than never, but here are my financial goals for 2011.
-Reach a net worth of $100,000
-Make 10% more net income from primary work than last year
-Reach $50,000 in market value from all investable assets like stocks.






* Rounded to the nearest $100.