Appliedvalueinvestor's Net Worth for September 2021


Assets Value Change ($) Change (%)
Cash $197,170 ($12,170) (5.81%)
Stocks $1,458,963 ($18,276) (1.24%)
Annuities $0 - -
Retirement $691,370 ($11,536) (1.64%)
Home $840,000 - -
Other Real Estate $0 - -
Cars $35,000 ($1,000) (2.78%)
Personal Property $0 - -
HSA $5,620 ($80) (1.40%)
Commodity-Gold $1,620 $1,620 -
$3,229,743 ($41,442) (1.27%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $369,183 ($23,090) (5.89%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $6,365 $3,183 100.03%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $375,548 ($19,907) (5.03%)
Net Worth $2,854,195 ($21,535) (0.75%)
*All values shown in USD ($)
Notes:
First week of Sept: Bonus from employer and markets rebounce.
Second week of Sept: 5 consecutive days of negative market returns.. My portfolio dropped about -1.1 % for the week with markets (SP500 index) dropping around -1.7 %
Also, I added another column to my assets, corresponding to some hard commodity assets.
Third Week: Yet another week of down markets.I just could not resist finding some investment opportunities and put money to work.
Final Week: Two big down days in the last 4 trading sessions. 10 year yield eeked up to 1.53 % consequently tech and crypto assets corrected quite a bit.

Comments