Indebted's Net Worth for May 2024


Assets Value Change ($) Change (%)
Cash $78,763 ($12,798) (13.98%)
Stocks $1,000,271 $1,163 0.12%
Bonds $0 - -
Annuities $0 - -
Retirement $385,623 $3,615 0.95%
Home $730,000 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $133,309 $1,077 0.81%
$2,327,966 ($6,943) (0.30%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 ($1,299) -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 ($1,299) -
Net Worth $2,327,966 ($5,644) (0.24%)
*All values shown in AUD ($)
Notes:

Comments

5/31/2024 12:01:07 PM BirdNole
Hey - Question for you.... What was your Stock v. Bonds v. Cash position when you retired back in 2017? And how has that changed over the years (or has it)? Congrats on your retirement and success.
6/8/2024 9:02:21 PM Indebted
Hi Bird, initially it was something like 60/40. I had a number of single stocks mixed in with ETFs. I should have got rid of the single stocks well before retiring, however eventually, and after some mishaps, I went entirely into indexes about three to four years ago. I now try to keep it at 75 percent stocks, 20 per cent bonds and 5 per cent cash.
6/12/2024 10:48:12 AM BirdNole
Good stuff, thanks. Best wishes for continued successes.