The end of the month, I do a sheet on our net worth. Not really total net worth, but I keep a list of mutual funds, IRA's and stocks and I update the totals once a month.
I don't add in the cash in savings and money markets, because mine goes DOWN every month. I know that is NOT what it is supposed to do, but the only time my savings goes up is when we have a closing on the house we have been building. The rest of the time, I am taking money out to pay the construction bills.
I am happy to report that my mutual funds, ira's and stocks increased about $7000 last month.
Does anyone else keep monthly checks on their stocks, bonds, mutual funds, etc?
Net worth
September 1st, 2006 at 05:12 pm
September 1st, 2006 at 11:16 pm 1157152589
Fidelity brokerage is really easy to do this with as they have Full View which allows you to input all of your accounts w/them and elsewhere and it pulls the info in and calculates for you. I log them each seperately but it also gives total net worth as well. Cool!
September 2nd, 2006 at 01:21 am 1157160113