Appliedvalueinvestor's Net Worth for March 2024

Assets Value Change ($) Change (%)
Cash $206,890 $4,693 2.32%
Stocks $2,210,270 $107,120 5.09%
Annuities $0 - -
Retirement $1,006,262 $41,193 4.27%
Home $840,000 - -
Other Real Estate $0 - -
Cars $40,000 $31,000 344.44%
Personal Property $100,000 - -
HSA $6,000 $500 9.09%
Commodity-Gold $2,154 $212 10.92%
$4,411,576 $184,718 4.37%
Debts Value Change ($) Change (%)
Home Mortgage(s) $260,734 ($2,457) (0.93%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $39,140 $31,237 395.25%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $299,874 $28,780 10.62%
Net Worth $4,111,702 $155,938 3.94%
*All values shown in USD ($)
First entry for March 24: Hit the 4M mark!!! Big Purchase New Family Car! Also got bonus from my W2 employer. Net change in cash flow was a wash! Markets hit yet another high! 15th in the year so far.. at this rate we are on par to beat the record 77 highs set back at the start of dot-com bubble market in 1995

Second week in March 24. Nothing much of note happened in the past week. Pretty flat week in the markets. There though was some good news for me on work front. My request for 100 % remote was approved. An added icing on cake, all my perks remain in place and any further work travel will be covered by the company. Sweet!

Third week in March: Markets finally sneezed. It My portfolio of stocks however, did Ok.On personal front, moved back home this weekend, which would certainly result in us saving some travel dollars.

Final week in March: What a week to close out the month and quarter. Powells comments were interpreted to be extremely dovish by the markets and did it react, esp the small caps! Was a good week for my portfolio as a result as well. Retirment savings entered 7 digits finally as well! Marking an end to the quarter on a high note and 5 years to date since I began diligently tracking our NW on this portal. Its been quite a journey thus far and looking to continuing on this path for another 10 years before contemplating RE life!