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Net Worth – May 2008 May 31, 2008

Posted by pf in Net Worth Update.
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81 comments

Well, another milestone achieved as we have finally surpassed $600K in net worth. I had eclipsed $500K in March 2007, and so it took me just a tad bit over a year to make the next one. I’ll take it. Unless the stock market takes off, I am not expecting to achieve the same kinds of gains I’ve had the last couple of months. Gains made possible by a perfect brew of stock market gains (feeling like I actually benefited from some of my investments made in January), year end bonuses, and tax refunds.

Now that we are in summer, we are engaged in the typical activities like yardwork, BBQ, and the ice cream man. As far as spending is concerned, although nothing exciting to report this month, we will have some fairly significant expenditures coming up very soon…not the least of which will be our property taxes. To that extent, I could actually see a drop…bah.

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Net Worth – Apr 2008 April 30, 2008

Posted by pf in Net Worth Update.
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My net worth in Sept 2007 was $555,433 and in Feb 2008 sat at $556,032 for a whopping gain of $599 (I guess I should be thankful it wasn’t negative?!). In March, we finally started to see some healthy movement to the upside. This month, the stock market followed it up with a strong showing that pushed my net worth to $598,677. I don’t know whether it will be short-lived, but a treat to see an increase two months in a row.

In general, April was another quiet month with no major purchases to speak of. However, I did complete my 2008 Roth IRA contributions (trying to buy while it was down…hopefully as low as we’ll see in 2008). Anyway, here is the breakdown:

Results at Networth IQ

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Portfolio Allocation – More Moves February 29, 2008

Posted by pf in Expenses and Savings, Portfolio Allocation.
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25 comments

Earlier this week, I made some change to my Portfolio Allocation. I’m starting to get this strange feeling of being a bit out of control. I have been considering a fund for some months now and after having decided to hold off, I changed my mind and made the plunge. I plugged $5K into an Africa / Middle-East fund (TRAMX) as part of my Roth IRA contributions for 2008. As far as my international holdings go, this felt like an area where I didn’t really have any exposure, so this was my solution to put me on the map, so to speak.

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