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Net Worth Report - End of 05/07

I had good intentions this month. I was going to seriously review my asset allocation, make about $25,000 in new investments because I'm too cash-heavy, and also start tracking the performance of the individual components of my portfolio.

Instead, I found other important things to spend my time on.

So I have no changes in methodology to report, and the only notable transactions I made were to sell all but one lot of my ESPP shares and invest most of that money elsewhere. I'm essentially flat on the month with no interesting changes.

Net Worth Figures
Category04/0705/07
Total$573,112.57$578,384.94
Short-term$33,128.20$36,726.84
Medium-term$146,348.77$143,147.61
Retirement$201,416.30$206,736.67
Property$192,219.30$191,773.82

Goal-Tracking Figures
Item04/0705/07
Adjusted Net Worth$521,009.44$525,828.38
Next Month's Target$523,425.96$528,228.88
Estimated Contribution-$468.97-$516.79

Credit Card Arbitrage Figures
Item04/0705/07
Balances @ 0% APR$19,455.94$19,417.64
Monthly Payment$389.12$388.35

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


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Tiny Island