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Net worth, second half 2008

December 31st, 2008 at 10:03 pm

Sensing that prosecco will eliminate any math ability, before I raise my glass in a toast:

Thank G&d 2008 is over!

I'm here to present my net worth snapshot, circa Dec 31, 2008. Stocks are down, IRA is down, but now its mostly Roth, so it is mostly tax-free instead of tax deferred. 403B is down, but since the meltdown I have put in about 4K into "cheap" mutual funds. Money that was in t-bills is now in ING savings. Cash is holding its own, but it can only do so much.

Down from June, but frankly, it could have been much, much worse. Shelby Davis famously said, "you make most of your money in a bear market, it just doesn't seem like it at the time." Maybe in 2010 - 2011 I'll review this entry and smile.

$112,127 IRA/403B
$200,000 Vanguard taxable
$15,927 stock
$12,140 I-bonds
$105,331 CDs
$51,003 ING, paypal, farmette savings
$1,620 immediate cash
$498,148 total

By comparison:
Dec 2008 ($498,148 total, $386,021 in taxable accounts)
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, second half 2008”

  1. lartiga Says:

    Well, the December '07 to December '08 comparison looks great, even if it could have been better.

    Happy New Year!

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