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net worth December 2013

January 2nd, 2014 at 03:33 am

It's been six months whence I last put up my numbers. The stock market lifted my retirement "yacht" and my DRP portfolio "powerboat".

$369,814 IRA/403B
$156,409 Vanguard taxable
$56,212 stock
$14,432 I-bonds
$27,886 ING
$2,071 immediate cash

$157,500 condo
-$117,063 mortgage

Used my original purchase price for the condo; Zillow estimates my condo is now worth about 188K. If I sold for that price, the equity gained will have offset what I spent on my kitchen remodel.

$667,261 total



Dec 2013 ($667,261 total, $257,010 taxable)
June 2013 ($623,978 total, $258,382)
Dec 2012 ($628,818 total, $290,180)
June 2012 ($617,902 total, $362,619)
Dec 2011 ($592,163 total, $356,567)
June 2011 ($596,791 total, $376,359)
Dec 2010 ($575,346 total, $356,542)
June 2010 ($553,023 total, $369,589)
Dec 2009 ($551,300 total, $385,771)
June 2009 ($512,054 total, $379,475)
Dec 2008 ($498,148 total, $386,021)
June 2008 ($524,261 total, $387,481)
Dec 2007 ($328,688 total, $192,747)
June 2007 ($176,422 total, $48,205)
Dec 2006 ($132,062 total, $40,329)
June 2006 ($120,261 total, $65,148)
Dec 2005 ($67,778 total, $23,740)
June 2005 ($46,115 total, $11,293)
Dec 2004 ($38,338 total, $7,558)
June 2004 ($29,050 total, $4,533)

1 Responses to “net worth December 2013”

  1. Nika Says:

    Very cool! It is nice to be at a point where growth comes from investments more than from saving.

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