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Net Worth Report - End of 04/07

This month was especially busy for me and I didn't make time to research new investments, so I'm still sitting on a lot of cash that's only earning 5%. I got a new batch of restricted stock grants as part of my performance review, and that combined with Intel stock rising 12% last month means that I'm no longer comfortable with my exposure to Intel stock. Counting unvested assets, it's almost 10% of my net worth — too high! I've decided to sell all my ESPP shares (despite the unfavorable tax treatment they'll get) in order to reduce my exposure.

Yes, it's a complete reversal from last month, where I defended holding on to my ESPP shares. :)

Net Worth Figures
Category03/0704/07
Total$534,995.65$573,112.57
Short-term$27,895.70$33,128.20
Medium-term$117,021.14$146,348.77
Retirement$197,071.76$201,416.30
Property$193,007.05$192,219.30

I haven't had time to reconsider the next section. I still think it will be useful for me to break out investment performance from income.

Goal-Tracking Figures
Item03/0704/07
Adjusted Net Worth$503,040.55$521,009.44
Next Month's Target$505,603.75$523,425.96
Estimated Contribution-$237.94-$468.97

No activity on credit card arbitrage this month.

Credit Card Arbitrage Figures
Item03/0704/07
Balances @ 0% APR$19,654.13$19,455.94
Monthly Payment$393.08$389.12

You can keep track of other personal finance bloggers at NetWorthIQ. I've updated my entry there.


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Tiny Island