Appliedvalueinvestor's Net Worth for May 2024


Assets Value Change ($) Change (%)
Cash $164,770 $9,382 6.04%
Stocks $2,254,912 $82,502 3.80%
Annuities $0 - -
Retirement $1,024,633 $36,323 3.68%
Home $840,000 - -
Other Real Estate $0 - -
Cars $40,000 - -
Personal Property $100,000 - -
HSA $6,000 - -
Commodity-Gold $2,266 $17 0.76%
$4,432,581 $128,224 2.98%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $255,802 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $10,906 ($555) (4.84%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $266,708 ($555) (0.21%)
Net Worth $4,165,873 $128,779 3.19%
*All values shown in USD ($)
Notes:
1st Entry of May: "Sell in May" mantra has not applied so far in the new month. If anything, after a terrible April, markets have come roaring back (again) in the first two trading days of May. Today was BRK annual meeting. There were several poignant moments in the meeting as Buffet paid tribute to Munger! I splurged on myself for birthday a bit and got me a new Sony headset! NW has reached a new high! Hope to breach new highs through to the end of the year!!

2nd week of May: "Sell in May" mantra has failed for second week in a row! Markets are back to all time highs and things are starting to feel a bit bubblish again... NW hit another high point.

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