Tag Archives: income

Fiscal Update – March 2011

By | 03/31/2011

*Dividends: Discount Brokerage = $200 Discretionary Spending: Eating Out = $65 Others = $164 *Net Worth: Assets: Cash = $5,500 (Unch MoM) Stocks = $44,100 (+1200 MoM) Home  = $243,000  Liabilities: Mortgage = $211,300 (-300 MoM) LOC to buy stocks last month = $0 (-$3,900) Total Net Worth = $81,300 ( +7.26% MoM)Received income tax return this month… Read More »

Fiscal Update – January 2011 – New Year’s Bump

By | 01/31/2011

Net Worth: 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… Read More »