2million - My Journey to Financial Freedom

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Wednesday, November 02, 2005

October 2005 Net Worth Update (+$1,790)

Here's my net worth update for October as of 10/31/2005. My 2nd worse month of the year, but in large part due to the market heading south and the significant price drop in Pfizer. I am closing in on my EOY goal of $205,000 and hope to make it with a big push in December with some patent bonus money that may be awarded.

 

Sept-2005

Oct-2005

Change

%

Cash & Equivalent

$ 6,605.26

$ 4,101.22

$ (2,504.04)

-37.91%

Saving

$ 35,975.47

$ 34,680.74

$ (1,294.73)

-3.60%

Brokerage

$ 39,776.90

$ 39,134.34

$ (642.56)

-1.62%

Roth IRA

$ 19,582.31

$ 19,377.94

$ (204.37)

-1.04%

401(k)

$ 64,657.09

$ 66,062.41

$ 1,405.32

2.17%

Stock Option

$ -

$ -

$ -

0.00%

ESPP

$ 25,497.05

$ 28,972.42

$ 3,475.37

13.63%

Home Equity

$ 40,127.99

$ 40,303.00

$ 175.01

0.44%

Other Assets

$ -

$ -

$ -

0.00%

Receivable (Payable)

$ -

$ -

$ -

0.00%

Reserve Funds

$ -

$ -

$ -

0.00%

Loans

$ (39,144.25)

$ (37,764.02)

$ 1,380.23

-3.53%

Tax Liability

$ -

$ -

$ -

0.00%

Total

$ 193,077.82

$ 194,868.05

$ 1,790.23

0.93%




Highlights for October:
-Finished paying off my car loan to my parents
-Started paying down 2 out of 4 of my 0% Balance Transfer offers since I found out my credit score was taking a small beating
-My net worth suffered from a significant drop in Pfizer stock price towards the end of the month.

-Stock Investments for October (Outside of 401k & ESPP):
$1150 in Pfizer DRIP
$250 in Duke Energy DRIP
$350 in Vanguard Roth IRA (Windsor II fund)

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