investable assets

Net Worth Review
The S&P 500 gained +0.8% in December and went from 896.24 to 903.25. But for a full year, the S&P 500 dropped -38.5% from 1468.36 to 903.25 — ouch!  According to NetworthIQ, my net worth rose +3.44% and my net investable assets increased +6.54%.

Highlights

Home value actually went up slightly in December, but for [...]

Before I begin my net worth review, I would like to point out that Larry Swedroe recently published The Only Guide to Alternative Investments You’ll Ever Need.  The book got several great reviews on Amazon.com and my copy is on order.  Hopefully, I’ll be able to share some insight from the book with you soon. [...]

Before I begin my review, I’d like to remind you that tomorrow is Election Day — please exercise your right and VOTE!  If you receive a flyer that tries to convince you “Republicans vote on the 4th and Democrats vote on the 5th”, please DO NOT believe it.  We all vote on November 4th.  I [...]

Net Worth Review
September was a rough month! The U.S. economy suffered from the worst financial crisis since the Great Depression. Major failures in our financial system forced the U.S. government to take over Fannie Mae, Freddie Mac, and AIG. On top of that we saw the end of Lehman Brothers, Washington Mutual, and Wachovia. All [...]

Net Worth Review
The daily fluctuations aside, August was relatively good month with the S&P500 up 1.2% from 1,267.38 to 1,282.83.  This gain covered the loss in July and then some. According to NetworthIQ, my net worth dropped another -1.43% — again due to the declining value of my house. But my net investable assets went [...]

Net Worth Review
The S&P500 basically traded sideway in July going from 1280.00 to 1267.38, or a -1% decline in value. According to NetworthIQ, my net worth dropped another -2.04% — mostly due to the value of my house. Fortunately, my net investable assets actually went up +1.61%, or from 22.59% to 22.94% of $1 million [...]

Net Worth Review
Wow, June was a terrible month for stock investors. Bad economy, Midwest flood, inflation, high oil price, among other factors added up to an -8.6% drop for the S&P500 — from 1400.38 to 1280.00! According to NetworthIQ, my net worth went down -3.04% — mostly due to my retirement and stock investments, and [...]

Net Worth Review
I have been so busy in May working on the launch of PF Buzz that I didn’t keep up with the market news at all. In the end, the S&P 500 index went up +1.07% from 1385.59 to 1400.38, and according to NetworthIQ, my net worth went up +0.97%. The really good news [...]

Net Worth Review
We definitely saw good recovery in April, but you really have to ask how much more can the Fed cuts interest rates. The S&P 500 index went up +4.75% from 1322.70 to 1385.59. According to NetworthIQ, my net worth actually went up +1.70% and net investable assets went up +6.22%, or from 22.09% [...]

Net Worth Review
March was another down month, but the second half certainly showed some promise for the stock market. For the month of March, the S&P 500 index dropped -0.60% from 1330.63 to 1322.70. According to NetworthIQ, my net worth actually went up +0.94% but net investable assets went down -1.01%, or from 22.32% to [...]