April 2006 Net Worth Update (+$9,799)

Here's my net worth update for April as of 4/30/2006. Another good month, however a big chunk of my gain is due to an accounting correction for tax liability. Ignoring this adjustment, I gained $6,799 for the month.

	Mar-06	Apr-06	Change	%
Cash & Equivalent	$ 9,422.55	$ 6,888.35	$ (2,534.20)	-26.90%
Savings	$ 36,434.73	$ 43,797.06	$ 7,362.33	20.21%
Brokerage	$ 46,261.02	$ 42,650.68	$ (3,610.34)	-7.80%
Roth IRA	$ 22,912.04	$ 24,799.76	$ 1,887.72	8.24%
401(k)	$ 78,415.04	$ 81,246.68	$ 2,831.64	3.61%
Stock Option	$ -	$ -	$ -	0.00%
ESPP	$ 33,554.25	$ 35,289.95	$ 1,735.70	5.17%
Rental Equity	$ 41,397.93	$ 41,584.91	$ 186.98	0.45%
Other Assets	$ -	$ -	$ -	0.00%
Receivable	$ -	$ -	$ -	0.00%
Reserve Funds	$ -	$ -	$ -	0.00%
Loans	$ (29,759.23)	$ (30,819.75)	$ (1,060.52)	3.56%
Tax Liability	$ (3,000.00)	$ -	$ 3,000.00	-100.00%
Total	$ 235,638.33	$ 245,437.64	$ 9,799.31	4.16%

Highlights for April
-All credit card debt (except current month's purchases) is in the form of 0% APR balance transfers earning interest in my savings accounts.
-I made an accounting correction that recognized a $3,000 gain for money that was reserved for 2005 tax liability.
-I finished up my indepth look into the 2005 return on my entire net worth by looking at the returns on my investment property:$2,562 and taking a final recap of my performance.
-As part of my action plan to improve my performance in 2006, I sold my Bellsouth holdings resulting in a temporary reduction in my Brokerage accounts and subsequent increase in my Savings accounts until I invest it.
-I finished up my 2005 income taxes and found I paid 16% in federal income tax.
-I got fed up with Etrade and decided to consolidate my holdings to my Sharebuilder account.


Additional Stock Investments for April (Outside of 401k & ESPP):
$1,250 in Roth IRA
$100 in Pfizer DRIP