June 2005: pf Dashboard
I have completed my Financial Dashboard and Retirement Tracking tool. I will begin publishing the results monthly -- on or around the 15th of every month. I haven't figured out an easy way to post this as a table, so this month the results will be listed out. I'm excited that I'm almost done with my goals for June.
Balance Sheet
Short-Term Assets
- Cash = $491.57
- Money Market = $21,894.52
- CD's = $18,911.28
Long-Term Assets
- 401K = $50,065.25
- Roth = $3,860.51
- Brokerage = $996.59
- Home Equity = $13,513
- Other = $3,000
Debt
- Credit Card = ($3547.45)
Net Worth = $107,185
In a previous post, I decided to track the following ratios:
- Debt to Assets = 3.15%
- Debt to Short-Term Assets = 8.59%
- Retirement to Assets = 48.72%
- Retirment to Net Worth = 50.30%
- Months on Hand = 16.5
Thanks for reading!
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