Monthly Update - November

November net asset value comes in at $339,020.11, give or take a few dollars.

This figure is about $16,000 more than the previous month, and reflects substantial gains in brokerage and retirement accounts. Cash holdings dropped slightly, but mainly because I was able to pay one-fourth of an interest-free debt; I was able to boost the primary savings account, which I'm trying to build for a down payment on a home.

Goals accomplished:
- Added 750 shares of ISBC
- Sold CHEV and CHRS, one at about a 15% loss and the other at a 98% gain
- Paid one-fourth of money-on-loan to father
- Determined the value of my time

Goals for December/year-end
- Treasury Direct deposit
- Repair Accord
- Reassess UPromise
- Charitable contributions
- Boost life insurance