While I still made positive movement this month, it was probably one of the lowest upticks I ever had since I started tracking my net worth and providing updates about 14 months ago.

Calculating my Net Worth

The assets I include are:

  • My Cash Savings Accounts – This has been my main focus for well over a year, as we will need all the cash we can get when we upgrade our living situation.  Just a reminder our current home went on the market 60 days ago and I just provided the newest update to selling my home and buying a new one yesterday.
  • My 401(k)
  • Random Non-Qualified Investment Account – Used to be my trading account until I realized it wasn’t worth the headache
  • The Wife’s Roth IRA
  • My favorite personal finance item, my small but Awesome Dividend Investment Portfolio
  • Value of my House – I have kept this constant choosing to ignore this variable.  It should be interesting to see whether I close north or south of that number and how that will affect my net worth since this is my biggest asset (even net of liabilities).
  • My Traditional IRA – Which I started actively trading last month using a Covered Call Strategy and even created a page to track all my gains (and loses)

The liabilities I include are:

While I am lucky to only have 2 main liabilities, they are very significant.

  • Law School Loans
  • Mortgage

What is missing?

My Net Worth Growth

  • From April, 2012 to May 2012 my net worth increased only 2.04% 
  • Year to Date my net worth has increased 22.48%
  • From January 2011 to April 2012 my net worth has increased 111.60%

How did you do the past month? Feel free to leave your link the comments!

Share This