Appliedvalueinvestor's Net Worth for June 2024


Assets Value Change ($) Change (%)
Cash $145,301 ($7,882) (5.15%)
Stocks $2,269,331 $6,043 0.27%
Annuities $0 - -
Retirement $1,020,240 ($5,462) (0.53%)
Home $840,000 - -
Other Real Estate $0 - -
Cars $50,000 $10,000 25.00%
Personal Property $100,000 - -
HSA $7,000 - -
Commodity-Gold $2,243 ($92) (3.94%)
$4,434,115 $2,607 0.06%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $255,802 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $4,020 $254 6.74%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $259,822 $254 0.10%
Net Worth $4,174,293 $2,353 0.06%
*All values shown in USD ($)
Notes:
First Entry June: Market Sell off happened earlier in the week but then recovered some what on Friday! Value Stocks fared better than large cap growth (after a long time).
Second Entry June: I have a work travel coming up! Some expenses there... As for markets, SP500 pushed upwards .. tailwind of NVDA/AI stocks continues to provide the necessary boost. I have limited exposure to AI play and therefore my investments are a bit of a drag at present. I spend a lot of time last week debating whether I should pay off the Mortgage in full. In the end I reached the conclusion that, for me what works best would be to set aside the money to be paid for Mortgage and witdraw the payment monthly from that account! Cash flow from paycheck then becomes available for investments!
Third Entry in June: A brutal week for my style of value stocks while the markets overall rallied backed by continued momentum in AI stocks, in particular NVDA and APPL. SP500 is at all time high and the AI play it seems has no limits! One big change I made in the past week was to add some investment grade corporate bonds to my account. I plan to hold them to maturity!

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