Stealth Wealth Inc.

January 2009 Financial Highlights

This month and in future months/years I will not be including ESPP & 401k deductions under income/revenue.  I like to think of revenue as tangible cash that is deposited into my checking or savings accounts.
Profit Margin increased modestly this month by 0.14%.
Total Cash decreased due to paying off some debt.  Both assets and liabilities decreased, […]

November 2008 Financial Highlights

 November 2008 compared to November 2007, profit margin dropped from 45.18% to 6.17%.  While 6.17% is still positive, my goal is 15% to 20% profit margin.  This would be how much money I have after all expenses are paid.
Revenue increased 16.40% during the past 12 months.  We’ve been trying to build a stronger cash position […]

2008 goals for “Stealth Wealth Inc.”

2008 Goals
-Continue to contribute 6% of my income to my 401k
-Get my Emergency Fund to $3k
-Save $4K for engagement ring
-Stretch Goal: Start a dividend portfolio with at least $3k
-Pay $100 per month on Sallie Mae Student Loan
-increase EPS to $1.00
-Reach a book value per share to -$1.00 by year end
-Reach and maintain a profit margin […]

2007 Year end review

This past year was my first year working a full-time job. It’s exciting to have my first full year of highlights, which will serve as a benchmark for 2008 numbers.
I have a goal of having a profit margin of 50% or better, but I do not see that being achieved until the 2nd quarter […]

Monthly Update: December 2007

December was the first month of 2007 where we had a negative net income for a month. Net income for the quarter was still able to grow by over $400 compared to Q3 because of the credit card payments being so low for the quarter.
Total income was down due to a realized loss. […]

Readers Release: Sold shares for an $800 loss

Monday I sold all of my holdings in my portfolio.  Monday was the last day to sell shares for the 2007 tax year.  I took around a $800 realized loss from the sale.  For the year my realized losses are around $300 with gains earlier this year.
I have 3 reasons for selling.

I didn’t see the […]

Financial Highlights as of November 30th

The following are financial highlights for the trailing twelve months (ttm).
Profit margin is at 45.18%, which is pretty good, but I would like to reach 50%. To achieve this I’ll need to work on some cost cutting measures for next year.
I’m going to keep up with ROA, but I’m not using the correct formula […]

Readers Release… (AKA Press Release)

We have ended the 3rd quarter here at “Stealth Wealth Inc.” and I’m excited to post last quarters numbers. You can some of the stats on the right side bar. Last quarter I had a profit margin of 50.91%, which means I was able to save a little bit more than $1 out […]

Stealth Wealth Family Inc. for the low low price of $4.43 (financial highlights preview)

I’ve decided to look at myself as a company and try to run my finances as if I were a business.  You can call the company Stealth Wealth Family Inc. Here are some financial highlights for “the company”. It is dated September 9th, but I will do this every quarter if not every […]