Appliedvalueinvestor's Net Worth for April 2024


Assets Value Change ($) Change (%)
Cash $155,388 ($51,502) (24.89%)
Stocks $2,172,410 ($37,860) (1.71%)
Annuities $0 - -
Retirement $988,310 ($17,952) (1.78%)
Home $840,000 - -
Other Real Estate $0 - -
Cars $40,000 - -
Personal Property $100,000 - -
HSA $6,000 - -
Commodity-Gold $2,249 $95 4.41%
$4,304,357 ($107,219) (2.43%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $255,802 ($4,932) (1.89%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $11,461 ($27,679) (70.72%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $267,263 ($32,611) (10.87%)
Net Worth $4,037,094 ($74,608) (1.81%)
*All values shown in USD ($)
Notes:
Turmoil at home is the tag line for this update. I may be looking at significant expenses and/or decreased income in the foreseable future. With that out of the way, the past two weeks in markets have been quite volatile (in the bad direction). SP500 is back to where it was earlier in Feb and Nasdaq close to where it was at the start of the year. Given my focus on quality value, impact on my NW has been some what sober.. to a point that now I am tracking about SP 500 returns for the year.

Second Entry for April: Markets recovered a bit last week, on the back of tech rally-- led by Google and Msft. NW back about 4M!

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