Net Worth

This page is dedicated to a summary of my net worth. I will include a view of all of my investment accounts and other items contributing to my net worth like real estate investments or savings accounts. I will post historical information so you can see how my net worth has grown over time.


Assets  Jan-14
Retirement Accounts  $      1,789,016
Taxable Accounts  $          786,886
College Savings  $              4,655
Cash Accounts  $            38,397
Real Estate  $          710,000
Total Assets  $      3,328,955
Liabilities
Mortgages  $       (454,202)
Total Liabilities  $       (454,202)
Net Worth  $      2,874,753



Here is a summary of my accounts, type of holdings and institution:

Account Category Holdings Institution
401(k) #1 Equity Company Stock, Mutual Funds Vanguard
401(k) #2 Equity Company Stock, Mutual Funds Vanguard
IRA #1 Equity Mutual Fund (S&P 500 Index) Vanguard
IRA #2 Equity Mutual Fund (S&P 500 Index) Vanguard
Brokerage Equity Individual Stocks TD Ameritrade
Taxable Retirement Equity Mutual Funds (Tgt Dte & Int'l Fund) Vanguard
Regular Savings Cash Money Market Credit Union
Rental Account Cash Money Market Credit Union
529 College Savings Equity Mutual Fund (Target Date) Vanguard
Rental Property #1 Real Estate Residential - Single Family Home
Home Residence Real Estate Residential - Single Family Home

Here is what those accounts looks like in value over the first few years of my journey (2003-2008)

AccountJan-03Jan-04Jan-05Jan-06Jan-07Jan-08
401(k) #1 $ 18,098  $   48,262  $   79,805  $ 111,826  $ 171,537  $ 246,458
401(k) #2 $ 11,520  $   36,307  $   63,104  $   88,424  $ 135,639  $ 181,441
IRA #1 $   2,957  $      7,300  $   11,317  $   16,028  $   22,885  $   28,126
IRA #2 $   8,710  $   15,889  $   20,672  $   25,844  $   33,381  $   39,097
Brokerage $          -    $      2,701  $         852  $      2,773  $      5,782  $      9,853
Taxable Retirement $          -    $             -    $             -    $             -    $             -    $             -  
Regular Savings
Rental Account $          -    $             -    $             -    $             -    $             -    $             -  
529 College Savings $          -    $             -    $             -    $             -    $             -    $             -  
Rental Property #1 $          -    $             -    $             -    $             -    $             -    $             -  
Home Residence $          -    $             -    $ 300,000  $ 300,000  $ 300,000  $ 300,000
Total Assets $ 41,285  $ 110,458  $ 475,751  $ 544,895  $ 669,224  $ 804,975


...and from 2009 to present..

AccountJan-09Jan-10Jan-11Jan-12Jan-13Jan-14
401(k) #1 $ 209,442  $    316,986  $    434,311  $    513,192  $    725,283  $    873,132
401(k) #2 $ 157,741  $    248,939  $    351,856  $    432,150  $    597,517  $    719,846
IRA #1 $   21,656  $       33,465  $       44,043  $       50,019  $       71,352  $       89,918
IRA #2 $   30,819  $       44,015  $       55,896  $       63,150  $       86,471  $    106,120
Brokerage $   36,309  $       88,698  $    133,575  $    154,029  $    183,119  $    239,564
Taxable Retirement $   30,232  $    171,601  $    314,710  $    333,171  $    450,974  $    547,322
Regular Savings $       23,215  $       13,016  $       23,418
Rental Account $             -    $                -    $                -    $         4,197  $         5,020  $       14,979
529 College Savings $             -    $                -    $                -    $                -    $                -    $         4,655
Rental Property #1 $             -    $                -    $                -    $    350,000  $    350,000  $    360,000
Home Residence $ 300,000  $    300,000  $    300,000  $    350,000  $    350,000  $    350,000
Total Assets $ 786,200  $ 1,203,703  $ 1,634,391  $ 2,273,124  $ 2,832,752  $ 3,328,955

3 comments:

  1. Grats on your net-worth. Tasty amount. Huge gains last 2 years!

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  2. I love the fact that you have historical data going back that far! It's fascinating to see your progress!

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  3. Sorry if this is a double post, doesnt look like my first one went through. Cool blog, you added another reader in me. just curious about your net wroth jumping 300k in 2005 and 350k in 2012. did you liquidate some options or get an inheritance or something?? these are quite big jumps for us common folk :)

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