Appliedvalueinvestor's Net Worth for September 2022


Assets Value Change ($) Change (%)
Cash $143,420 ($22,777) (13.70%)
Stocks $1,503,601 ($146,679) (8.89%)
Bonds $52,000 $52,000 -
Annuities $0 - -
Retirement $635,036 ($55,742) (8.07%)
Home $840,000 - -
Other Real Estate $0 - -
Cars $23,000 ($1,000) (4.17%)
Personal Property $0 - -
HSA $4,400 ($600) (12.00%)
Commodity-Gold $1,551 ($99) (6.00%)
$3,203,008 ($174,897) (5.18%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $301,831 ($3,206) (1.05%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $4,042 ($1,677) (29.32%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $305,873 ($4,883) (1.57%)
Net Worth $2,897,135 ($170,014) (5.54%)
*All values shown in USD ($)
Notes:
Labor Day Weekend: Market sell off continued into the last week of Friday.Sept has in general been a downer month.. more pain to come ahead!
2rd Week of Sept: Brutal week in the markets. Inflation numbers came in tad higher than expectations and markets took a beating! FDX fell >20 % on Friday, the biggest such drop in 1987

3rd week of Sept: 3rd Fed hike of 75 basis point came in this week. It for sure wreaked havoc in the markets. Markets are down almost 5 % for the week on top of brutal downturn from last week. My portfolio suffered the same fate.. though it did give me a chance to stock up on some stocks I wanted to buy for some time!

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