Net Worth Update May 9, 2008 [$120,697.64 (+3.55%)]
We’re looking up again this month – looks like the mutual funds are coming back a little bit this month. Both the wife and I had good 401k returns this month. The house dropped a bit, but that’s to be expected, but overall we’re looking up again.
I’m still keeping my eye on a few “green funds” because I’d like to be able to dip in at some point. I’m waiting for the right one to come around though that piques my interest. Haven’t seen anything out of the ordinary yet. Right now I’m looking at:
Green Century Balanced GCBLX 17.19 0.00 (0.00%)
Green Century Equity GCEQX 20.63 +0.01 (0.05%)
Calvert Large Cap Growth A CLGAX 32.39 +0.19 (0.59%)
Spectra Green N SPEGX 6.91 +0.01 (0.14%)
Guinness Atkinson Alternative… GAAEX 14.59 +0.18 (1.23%)
Winslow Green Growth WGGFX 18.53 +0.40 (2.16%)
Like I’ve said before, none have really caught my eye yet, let me know if you have any you’d be willing to share in the space that make sense right now. I think they’re all a little pricey now without great return.
The Emergency fund has bumped up to $3,704.00 which is nice to have as a cushion and it is sitting in the Washington Mutual 3.30% high interest savings account. Yea, 3.30% isn’t spectacular, but it’s better than chasing the rate around.
You may ask why I’ve got some much in the standard savings right now and that is just because it hasn’t been transferred to my WAMU account. I’m also thinking of dumping the rest in to my ROTH IRA before we hit the ROTH phase out range. To offset this the wife and I have both bumped our 401k contributions up to 15% to offset that ability.
Slowly but surely we’re inching our way up the chain. Nothing major, but we’re up 4,000+ since last month and up 3.55% from the month prior so thing are certainly going well.
Click the Excel spreadsheet to enlarge.
Filed Under: 401K • Compensation • Credit • Credit Cards • Debt • Emergency fund • Frugal • Giveaways • Going Green • House • Insurance • Investing • Mutual Funds • Net Worth • Portfolio • ROTH IRA • Real Estate • Retirement • Timeshare • Traditional IRA • financial education
